What’s top of investors’ minds this week?

The key theme of our 2026 Outlook published in November last year is that we expect Asian equity markets to outperform the US again this year. So far this year MSCI Japan is up 2.4% and Asia ex-Japan is up 3.5% vs. a gain of only 1.8% for the S&P 500. Asia’s relatively attractive fundamentals and valuations lead us to expect this outperformance to continue.

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Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.