Post-Election U.S. ESG Landscape
The outcome of the recent U.S. presidential election is expected to have a significant impact on environmental, social, and governance (ESG) issues, with a notable retreat in...
Investment Insights and Strategy Series by PCM – December 2024
December 13, 2024
The MSCI Asia Pacific Ex-Japan Index (-2.4%) fell behind the MSCI World Index (+4.5%) mom in November as US markets raced past all regions after President-elect Donald...
Korea’s Struggling Market: What’s Next?
December 9, 2024
Korea has been one of the worst-performing markets this year, with the KOSPI Index down 7.51% year-to-date as of November 30, 2024. The recent political drama surrounding...
Tariffs: A Complex Tool of Trade, Protection, and conflict
December 4, 2024
On 25th November, United States President Donald Trump has announced plans for imposing tariffs on the United States’ top 3 trading partners—Canada, Mexico, and China....
Benchmark vs. Absolute Return Strategies in Asia Funds
November 26, 2024
When managing a fund, choosing the right benchmark is crucial. Two common approaches are benchmark return and absolute return. Each serves a different purpose and is suited...
Investment Insights and Strategy Series by PCM – Nov 2024
November 15, 2024
The MSCI Asia Pacific Ex-Japan Index (-4.9%) severely underperformed the MSCI World Index (-2.0%) in October, as China markets reeled back from their September rally, while a...