237: Global Exchange: How Investors In Asia Pacific Markets Are Positioning For What's Next The Bid podcast

Content provided by BlackRock. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BlackRock or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The Bid »
237: Global Exchange: How Investors In Asia Pacific Markets Are Positioning For What's Next

1d ago 23:13

MP3•Episode home

Global investors are rethinking diversification as APAC markets investing takes center stage. As monetary policies diverge and growth paths split across regions, Asia Pacific is emerging as a key source of resilience — and opportunity — in global portfolios.

In this episode of The Bid, host Oscar Pulido speaks with Alex Brazier, Global Head of Investment & Portfolio Solutions, and Navin Saigal, Head of Global Fixed Income for Asia Pacific. Joining from Singapore, they share on-the-ground insights into how investor sentiment, policy divergence, and portfolio positioning are evolving across the region.

Alex explains how investors’ appetite for risk has returned — with the strongest demand for equities and alternatives now coming from APAC. Navin highlights why Asia’s fixed income markets have outperformed this year, as conservative fiscal policy and lower inflation have driven steady yields and strong demand. Together, they unpack what these shifts mean for APAC markets investing and global diversification.

Sources: BlackRock Investor Survey, September 2025

Insights include:

· How global investors are reallocating toward Asia Pacific assets

· Why policy divergence between the U.S. and Asia is creating opportunities in fixed income

· The growing appeal of short-duration bonds and local-currency exposure

· How correlations between the U.S. dollar, equities, and bonds are shifting

· The renewed focus on gold and liquid alternatives as portfolio diversifiers

Key moments in this episode:

00:00 Introduction to Global Market Trends

00:32 Focus on Asia's Market Dynamics

00:51 Insights from Investment Experts

01:53 Investor Sentiments and Diversification

05:01 Opportunities in Asia's Fixed Income Markets

07:25 Equity Market Opportunities

11:03 Currency Risk and Hedging Strategies

13:55 Challenges in Asia Pacific Investments

16:05 Diversification Beyond Traditional Assets

19:22 Looking Ahead: Market Predictions for 2025

21:53 Conclusion and Upcoming Episodes

Check out this playlist to learn more about tariff volatility and global markets: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI

🔗 Learn More About BlackRock: https://1blk.co/41uwhDS

🔗 Watch and Subscribe to The Bid on YouTube: https://1blk.co/48iHOs4

🔗 Follow Us on LinkedIn: https://1blk.co/3v09q6Q

🔗 Follow Us on Twitter (or X): https://1blk.co/3NuiIOW

APAC markets investing, Asia Pacific markets, capital markets, fixed income, global diversification, equities, investor sentiment, monetary policy divergence, liquid alternatives, gold

This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

239 episodes