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.
Asia
In partnership with FTSE Russell
At a time of flux in markets and with investors planning their allocations for the year ahead amid a cautious outlook for US interest rates, the modular construction of the Russell US Indexes can enable portfolios to diversify exposure to the US economy’s growth potential with greater precision.
Regional investors maintain confidence in renewable energy projects despite a US policy shift, citing strong domestic drivers and commercial viability.
The Japanese government-backed fund is focusing on clean tech and inbound business opportunities while building a global-quality venture ecosystem.
GIC announces two senior leadership appointments; Mercer Super names first dedicated CIO; Cbus creates new ASX core strategy role; JPMAM Japan unveils new CEO and chairman; and more.
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?
The World Bank's development arm guides Indonesia, India and Sri Lanka on power purchase agreements while expanding grid investment opportunities.
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.
Maharlika Investment Corporation to acquire 20% of National Grid amid China tensions; Swedfund commits €40m to emerging markets infrastructure; ADQ launches $1.2bn mining venture; and more.
Asian insurers are going to increase allocations in private credit this year. They are also looking to diversify into different markets to reduce concentration risk.
In partnership with ICE
Greater appetite for fixed income exchange-traded funds (ETFs) and products with exposure to forces that could reshape the world economy - like artificial intelligence (AI) and automation - are underpinning demand, says Magnus Cattan, vice president, head of client development for ICE in Asia Pacific.
Hostplus names co-deputy CIO; Azalea Investment Management CEO to retire; M&G Investments appoints new CFO; HKEX strengthens leadership team; and more.
