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.
Asset themes
Amid global economic realignments, mid-market investments are emerging as a core focus for institutional players, particularly in Asia. With $55 billion in assets under management, Seviora Group leverages its expertise and network to unlock the potential of this dynamic segment.
The family office of India’s Thermax Group is looking at a staggered increase in the allocation to Indian equities, citing unique growth opportunities and favourable valuations compared to developed global markets.
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.
