Asset Allocation

Private banks and wealth managers are abandoning benchmark-driven approaches for flexible, theme-based frameworks as geopolitical shifts and market uncertainty leave conventional portfolio construction behind.

William Chow sees a wave of new listings marking a turning point for China, just as shifting global risks demand a more dynamic investment playbook.

Top private banks and asset managers are fleeing risk for safe havens as the US-Israel war against Iran triggers a spike in oil prices and systemic geopolitical risk.

Moving past the old "copycat" label, Felix Brill says China’s tech breakthrough is forcing a global rethink on the market, while a rising interest in longevity is reshaping wealth strategies across Asia.

As rising government debt challenges traditional safe havens, Tatjana Greil-Castro believes robust corporate balance sheets and emerging market value now offer a more reliable path for private wealth.

The DeepSeek shock has brought global capital back to Chinese tech, but UBS' Eva Lee warns that 2026 will be the real test for firms to turn AI buzz into actual profits.

Beyond the AI hype, Prashant Bhayani finds a long-term structural story in Asia’s overlooked healthcare sector, driven by irreversible demographic shifts.

The move aims to lower the entry barriers for private investors to institutional-grade private equity.

While US tech giants dominate the spotlight, Steve Alain Lawrence says the overlooked AI opportunities in 2026 lie in Asia’s supply chain and real-economy applications.

Asia-Pacific wealth managers are leading global peers in AI confidence while increasing allocations to private assets, MSCI says in its latest report.

Investors are beginning to rotate out of South Korea and Taiwan's high-flying tech markets, pivoting toward Hong Kong-listed Chinese tech firms as they anticipate a new wave of artificial intelligence catalysts.

LGT Private Banking says investors entering 2026 face a regime shift where AI infrastructure bottlenecks, digital-asset volatility, and Asia’s uneven recovery demand more agile diversification.