Singapore-based investment managers are positioning China and Japan as their top Asian equity plays for 2026, favouring valuation-driven stock selection and income strategies as geopolitical risks reshape portfolios.
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.
Lombard Odier is pivoting its 2026 strategy toward an emerging markets revival and defensive "quality" assets to navigate a landscape of elevated valuations and shifting global growth.
Asian wealth distribution is moving away from product-led selling toward consultative partnerships built around knowledge gaps rather than fund performance alone.
In a wide-ranging discussion, Hsiao Ching, head of investor solutions for private wealth at Seviora Group, highlights how Asia’s ultra-wealthy are adapting portfolios to slower exits, generational change, and evolving private bank roles.
Asia’s wealth and asset management sector opens 2026 with a fresh round of senior appointments as firms recalibrate leadership amid shifting client demands
Comparing financial markets to the unpredictable open seas, Lombard Odier’s latest research advises investors to abandon the futile quest for perfect forecasts and instead adopt the navigational discipline of Viking explorers, where strategic course-setting trumps reactive steering.