PCM Managed Accounts Thrive Amid Malaysia’s Market Challenges
Despite the strong global market rally in 2023, the FBMKLCI or KLCI underperformed most of the regional markets, down -2.7% in 2023 (Figure 1). This is mainly due to foreign...
Investment Insights and Strategy Series by PCM – Jan 2024
January 12, 2024
Global markets sustained robust momentum in December, buoyed by the moderation of US inflation data. This development fuelled market expectations for a pause in the rate hike...
Farewell, 2023, and Greetings to 2024! (2.0)
January 5, 2024
Building upon the article released last week, we are zooming into five themes that investors should closely monitor in 2024. Theme 1: Peaking interest rates bode well with...
Farewell, 2023, and Greetings to 2024!
January 2, 2024
Farewell, 2023, and Greetings to 2024! In 2023, notable events unfolded, such as the Regional Banking Crisis in March and the subsequent suspension of the US Debt Ceiling in...
ESG gaining momentum in Malaysia
December 22, 2023
Development in ESG is ever-evolving, staying current to align with global developments. In Malaysia, from National Energy Transition Roadmap (NETR) to the Budget 2024, there...
Investment Insights and Strategy Series by PCM – Dec 2023
December 15, 2023
Global markets have rebounded strongly in November with the 10-year U.S. Treasury yield stabilising around the 4.40% range after hitting 5% a month ago, reflecting a shift in...