Story perspectives

Asia-Pacific Investors Brace for 2026 Market Correction

11/20/2025

Summary

Story summary

A Natixis Investment Managers survey shows Asia-Pacific institutional investors expect a market correction in 2026.
Their concerns include a potential tech bubble (48%), geopolitical tensions (45%), and a recession (40%).
Despite a resilient 2025, 80% see the correction as overdue.
Globally, 74% share the sentiment, with geopolitical shocks as a top concern (49%).
About 60% of Asia-Pacific investors plan to increase regional equity allocations to reduce US reliance.

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Story summary

A Natixis Investment Managers survey shows Asia-Pacific institutional investors expect a market correction in 2026.
Their concerns include a potential tech bubble (48%), geopolitical tensions (45%), and a recession (40%).
Despite a resilient 2025, 80% see the correction as overdue.
Globally, 74% share the sentiment, with geopolitical shocks as a top concern (49%).
About 60% of Asia-Pacific investors plan to increase regional equity allocations to reduce US reliance.