Asset themes

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.

What began as a promising alliance between Donald Trump and the cryptocurrency industry has morphed into a complex ethical dilemma, as the president's launch of personal tokens threatens to undermine his earlier efforts to legitimise the sector.

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.

Taiping Reinsurance's issuance of Asia's first dual-perils, dual-triggers catastrophe bond represents not just a milestone transaction, but signals the dawn of a more sophisticated approach to disaster risk transfer in the region.

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.

GreenBear Group and Xin Family Office are deepening their presence in India, with GreenBear supporting emerging fund managers while Xin partners with globally-trained leaders. Both firms view India as a key long-term growth market.

Continuation funds are emerging as a go-to strategy in private equity, offering a lifeline for GPs to hold onto star assets while meeting LPs’ liquidity needs.

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.

Private equity eyes recovery in 2025, driven by expected rate cuts and renewed risk appetite. Firms are focusing on smaller buyouts, secondaries, and dual-track IPOs as key exit routes.

As China implements a series of bold monetary, fiscal, and property easing measures to rejuvenate its economy, early signs of improvement are emerging.

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.