Stanley Le

The Federal Reserve’s decision to pause interest rate cuts has sparked debate among economists and investors about the future of US monetary policy. What do leading asset managers predict for the Fed’s next moves, and how could a slower easing cycle impact global markets?

After several years of lackluster returns, the Asian high yield market outperformed its European and US counterparts in 2024. This year, fixed income investors are likely to focus on issuers that can benefit from interest rate cuts in the US and changes in trade policy from President Donald Trump’s administration.

Donald Trump's return to the White House this week has rattled financial markets, with executive orders on climate, tariffs, and immigration sparking fresh inflation concerns. As some analysts bet on potential Federal Reserve rate hikes, leading asset managers share their predictions.

There are unexplored opportunities in China's lower-tier cities for private equity investors despite a challenging fundraising environment.

While Chinese companies leading technology innovation, green development, industrial upgrades, and consumer recovery are likely to gain interest from institutional investors, the threat of US tariffs and a lack of large-scale easing and structural reforms in China could dampen sentiment.

The Canadian pension giant sees rising opportunities in data centre financing across Asia Pacific, driven by AI demand, while the private credit industry navigates fundraising challenges and intensifying competition.

What will be the biggest impact for Asia when President-elect Donald Trump returns to the White House? From tariffs to foreign relations, leading asset managers outline their expectations.

What lies ahead for institutional investors in 2025? From AI to market shifts, leading asset managers reveal their top predictions for the year's most significant investment trends.

India's demographic dividend, coupled with robust policy reforms, positions it as APAC's emerging powerhouse, excelling in IT services, consumer spending, infrastructure, and real estate.

Transactions across the build-to-rent sector in Australia could heat up in 2025 amid rate cuts and strong demand.

Propelled by growing demographics and development of technologies, the APAC region is likely to see a resurgence of infrastructure investment in 2025.

Geopolitical risks in the lithium-ion battery sector are rising alongside surging EV demand, warns insurer QBE in a new report. China's dominance in the market has prompted the US and EU to impose steep tariffs on Chinese EVs.