The Bid podcast

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

10/24/2025
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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

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

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