Investment Insights and Strategy Series by PCM – April 2025
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...
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...
The geopolitical landscape has shifted dramatically following the November 2024 US presidential election, which saw Donald Trump’s victory....
Following the reelection of President Donald Trump, major financial institutions in the U.S. have started to reassess and alter their...
Climate change is no longer just an environmental issue—it is a financial one. Increasingly, investors and asset managers recognize that...
Since the start of the year, the Malaysian market has been weak, primarily due to new US regulations on AI technology and China’s launch of...