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Investment Insights and Strategy Series by PCM – December 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...
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Korea’s Struggling Market: What’s Next?
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...
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Tariffs: A Complex Tool of Trade, Protection, and conflict
On 25th November, United States President Donald Trump has announced plans for imposing tariffs on the United States' top 3 trading...
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Benchmark vs. Absolute Return Strategies in Asia Funds
When managing a fund, choosing the right benchmark is crucial. Two common approaches are benchmark return and absolute return. Each serves...
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Investment Insights and Strategy Series by PCM – Nov 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...
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Trump 2.0
With Trump's return for a second presidential term, investors should now shift their focus to how to strategically position themselves...