Why Asian equities’ growth will outlast the AI-driven semiconductor cycle

Produced in partnership with Franklin Templeton.
Continue Reading

A Top1000funds.com subscription unlocks the full article

Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants.

New here

Create an account

Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and the Asset Owner Directory (enhanced features coming soon).
Register now
Already a member

Sign in

Already activated your account? Sign in to continue reading and access your saved articles, preferences and member-only content.

Leave a Comment

Sort content by

Bond allocations increase as diversification benefits come to the fore

Asset owners are, on a net basis, increasing allocations across fixed income sectors, seeking geographical diversification – particularly those in Asia-Pacific and EMEA – and trusting bonds to provide ballast against equity risk in portfolios.

Ahead of the Curve: From divergence to convergence?

This article was produced by Capital Group without involvement from the Top1000funds.com editorial team.

Balancing fixed income risks amid rising uncertainty

Uncertainty surrounding the impact of the US administration’s policy plans weighed on markets, including the implementation and reversal of tariffs, job cuts across the federal workforce and tightened immigration enforcement.

Looking beyond the confines of geography in global investing

A growing number of asset owners are looking to decrease their allocation to equities, citing elevated risk, based on findings from the 2025 CIO Sentiment Survey, a collaboration between Top1000funds.com and Deloitte management consultancy, Casey Quirk.

Implementing factor strategies in the corporate bond market

While factor strategies have been running for decades in equity markets, their application to corporate bonds has been pioneered in Robeco. There are many similarities between equities and credits and also important differences: in particular the liquidity of corporate bonds. Read more about this new white paper »

Low-volatility evidence dating back to 1873

As new historical databases are opening up, there Continue Reading A Top1000funds.com subscription unlocks the full article Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and