Investment Insights and Strategy Series by PCM – May 2025
The MSCI Asia Pacific Ex-Japan Index (+1.4%) continued to outperform the MSCI World Index (+0.7%) for the third month in a row, as US and...
The MSCI Asia Pacific Ex-Japan Index (+1.4%) continued to outperform the MSCI World Index (+0.7%) for the third month in a row, as US and...
The abrupt swings in US policy combined with pressure on the Fed's independence have shaken investor trust in the dollar, which was still...
In the first quarter of 2025, investors withdrew a record $8.6 billion from sustainable funds, signaling that the backlash against ESG...
The term “trade deficit” has recently become a flashpoint in global politics and economics. U.S. President Donald Trump frequently cited...
The MSCI Asia Pacific Ex-Japan Index (-0.7%) largely outperformed the MSCI World Index (-4.6%) as US geopolitics and tariff threats took a...
Markets were in deep blue territory due to concerns over reciprocal tariffs, but staged a sharp relief rally after President Trump...