Search

Three macro themes for Asian fixed income investors in 2026

<?xml version="1.0" encoding="UTF-8"?><modsCollection xmlns="http://www.loc.gov/mods/v3" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-8.xsd">
<mods version="3.8">
<titleInfo>
<title>Three macro themes for Asian fixed income investors in 2026</title>
</titleInfo>
<name type="personal" usage="primary" xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20260003696">
<namePart>Ang, Ze Yi</namePart>
<nameIdentifier>MAPA20260003696</nameIdentifier>
</name>
<name type="personal" xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20260003702">
<namePart>Tay, Mark</namePart>
<nameIdentifier>MAPA20260003702</nameIdentifier>
</name>
<name type="corporate" xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20190007092">
<namePart>Allianz Global Investors</namePart>
<nameIdentifier>MAPA20190007092</nameIdentifier>
</name>
<typeOfResource>text</typeOfResource>
<genre authority="marcgt">periodical</genre>
<originInfo>
<place>
<placeTerm type="code" authority="marccountry">deu</placeTerm>
</place>
<dateIssued encoding="marc">2026</dateIssued>
<issuance>serial</issuance>
</originInfo>
<language>
<languageTerm type="code" authority="iso639-2b">eng</languageTerm>
</language>
<physicalDescription>
<form authority="marcform">print</form>
</physicalDescription>
<abstract displayLabel="Summary">The report highlights three major macro themes shaping Asian fixed income in 2026: the divergence between tech-driven exporters and demand-led economies, the deepening regional integration driven by intra-Asian trade and investment, and the growing independence of Asian bond markets from developed economies. It outlines how subdued inflation, selective policy easing and structural shifts in supply chains are strengthening the region's economic resilience. The document also explores investment implications, identifying opportunities in duration, currencies and markets benefiting from technological momentum</abstract>
<note type="statement of responsibility">Ze Yi Ang and Mark Tay</note>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080597641">
<topic>Mercados financieros</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080556235">
<topic>Renta fija</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080586874">
<topic>Política monetaria</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080585907">
<topic>Integración social</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080605100">
<topic>Comercio internacional</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080551346">
<topic>Inflación</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080600648">
<topic>Crecimiento económico</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080611200">
<topic>Inteligencia artificial</topic>
</subject>
<subject authority="lcshac" xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080643744">
<geographic>Asia</geographic>
</subject>
<classification authority="">921.51</classification>
<location>
<url displayLabel="electronic resource" usage="primary display">https://www.allianzgi.com/documents/Three-macro-themes-for-Asian-bond-investors-in-2026</url>
</location>
<relatedItem type="host">
<titleInfo>
<title>Allianz Global Investors</title>
</titleInfo>
<part>
<text>9th February 2026 ; 12 p.</text>
</part>
</relatedItem>
<recordInfo>
<recordContentSource authority="marcorg">MAP</recordContentSource>
<recordCreationDate encoding="marc">260225</recordCreationDate>
<recordChangeDate encoding="iso8601">20260310170106.0</recordChangeDate>
<recordIdentifier source="MAP">MAP20260006154</recordIdentifier>
<languageOfCataloging>
<languageTerm type="code" authority="iso639-2b">spa</languageTerm>
</languageOfCataloging>
</recordInfo>
</mods>
</modsCollection>