Financial analysts assess some wild claims that recent stock market turbulence might be part of a deliberate debt management strategy of the new administration.
World
OMERS names global private equity head; ART confirms life insurance CEO; CPP Investments hires investment portfolio management head; Prudential Hong Kong adds risk chief and counsel; and more.
The Australian Superannuation Investment Summit wrapped up with substantive exchanges between industry leaders and US officials, as Australia's $2.8 trillion pension pool continues to deploy capital globally with a focus on infrastructure and private markets.
Mark Konyn, CIO of AIA, Asia’s largest insurer, sees early signs of stabilisation in China but remains cautious amid “unexpected” US policy changes.
While asset owners have turned to illiquid assets like private credit in pursuit of higher yields, uncertainties around US interest rate trajectory raise questions about expected returns.
As markets grapple with President Trump's trade policy actions, experts predict additional tariffs on Chinese imports and potential trade announcements targeting China, Europe, and Japan.
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?
Norges Bank Investment Management, Norway's sovereign wealth fund, has no plans to change its US or Chinese technology allocations while acknowledging a potential 29% equity portfolio decline in an AI correction scenario.
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.
Nearly two-thirds of APAC institutional investors say they are looking to increase their equities allocations this year.
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.
