Eastspring Investments

Market volatility is priced in. Decision volatility isn't.

Global Emerging Markets (GEM) have delivered their strongest outperformance since 2017, and the story doesn’t end here. From improving corporate governance to attractive valuations, GEM continues to offer compelling opportunities for investors seeking diversification beyond developed markets. In this episode of Unscripted, Salman Haider, Chief Distribution Officer, Head of ASEAN & CEO Singapore speaks with our portfolio manager Manyun Tan, CFA on why 2025 was a standout year and what’s next for 2026. From reforms in Korea to rate-sensitive opportunities in Brazil, Indonesia, and South Africa, discover the “secret sauce” behind our value-driven approach and why we embrace uncertainty when others step back. In case you missed it, watch our previous episodes of Unscripted here: https://lnkd.in/g4cFq7-7 Follow us on Eastspring Investments for more such insights. #ThinkAsiaThinkActive For Singapore investors only. This advertisement has not been reviewed by the Monetary Authority of Singapore. This is not an offer, solicitation of an offer, or a recommendation.

Christina Woon, Portfolio Manager at Eastspring Investments, shares her insights on the Fed’s rate cut and its ripple effects across income strategies, Asia’s outlook, and the AI-driven market rally while highlighting where she sees the opportunities ahead. https://lnkd.in/gQvdiFAC Tune in to her conversation with Bloomberg’s David Ingles and Annabelle Droulers. Follow Eastspring Investments for more insights. #ThinkAsiaThinkActive

Who stands to benefit if AI capital expenditure slows down? CNBC features Ken Wong, our Client Portfolio Manager, sharing insights on how any such shift could create opportunities across Southeast Asia and India. Watch the full discussion for expert perspectives on market dynamics and investment strategies. https://lnkd.in/gu8Jxb8G Follow Eastspring Investments for more insights. #CNBC #ThoughtLeadership #EastspringInvestments #CNBC #CNBC

Which markets are expected to outperform in 2026? Eastspring’s Szu Yi Chin, Head of Global Financial Institutions, speaks with Ray E Farris, Chief Economist, and Vis Nayar, Chief Investment Officer, about the major macro themes shaping 2026 and the critical factors investors need to monitor. Read our 2026 Market Outlook to find out how we're positioning for 2026. Global: https://lnkd.in/gSnbpezZ SG: https://lnkd.in/gQKvs6sV HK: https://lnkd.in/g7zFqqXS #ThinkAsiaThinkActive

Where will the next leg of growth come from? Asia and EM look promising, if investors can keep balance as global risks rise.