The 90-Day Breather: Calm Before the Storm?
Markets were in deep blue territory due to concerns over reciprocal tariffs, but staged a sharp relief rally after President Trump announced a 90-day pause on steep tariff...
Geopolitical Tensions Intensify: Emerging Opportunities Amid Rising Trade Conflicts
April 8, 2025
The geopolitical landscape has shifted dramatically following the November 2024 US presidential election, which saw Donald Trump’s victory. Initially, his win boosted market...
Reassessing DEI in the Post-Trump Era
March 27, 2025
Following the reelection of President Donald Trump, major financial institutions in the U.S. have started to reassess and alter their Diversity, Equity, and Inclusion (DEI)...
Climate Risk as Investment Risk: Why ESG Matters in Portfolio Management
March 24, 2025
Climate change is no longer just an environmental issue—it is a financial one. Increasingly, investors and asset managers recognize that climate risks pose significant threats...
ESG Indices Show Resilience Amid Market Decline
March 14, 2025
Since the start of the year, the Malaysian market has been weak, primarily due to new US regulations on AI technology and China’s launch of DeepSeek. These developments...
Investment Insights and Strategy Series by PCM – March 2025
March 13, 2025
Both the MSCI Asia Pacific Ex-Japan Index (0.1%) and MSCI World Index (-0.8%) remained flat mom as global markets were largely mixed in February. Hong Kong (+13.4%) and China...
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