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Investment Insights and Strategy Series by PCM – April 2026
Market Review (March 2026) The MSCI Asia Pacific Ex-Japan Index (-13.5%) suffered a devastating selloff compared to the MSCI World Index...
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The 2026 Hormuz Crisis: How the Conflict Test Global Energy and Asian Resilience The Spark of Conflict and the Current Stalemate
The global energy landscape was irrevocably altered on February 28, 2026, when a joint military campaign by the United States and Israel...
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The Expansion of Green Bond Globally
Green bonds have become a key financial tool in tackling global environmental challenges. With global temperatures projected to rise...
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Middle East Conflict Accelerates the Global Shift Toward Alternative Energy
The recent escalation of tensions in the Middle East has triggered a sharp rise in global oil and gas prices. In late February 2026,...
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ESG in the US: A Tale of Sunshine and Storms
The ESG landscape in the United States is increasingly resembling a season of contrasts — where bright optimism and policy uncertainty...
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Conflict Accelerates ESG Supply Chain Adoption
U.S.-Iran tensions have created severe risks for global supply chains and raw material availability. The Strait of Hormuz remains the...