Following up on our previous piece, we would like to expand our analysis to focus on selected markets. Our insights are as follows: U.S. – We anticipate moderate growth for […]

Global equities rebounded strongly in 2023 and 2024 following the 2022 correction due to the Ukraine-Russia war (see Page 1 of Attachment 1). With Trump back in office, his policies, […]

The circular economy is an innovative model designed to minimize waste, maximize resource efficiency, and create sustainable value. Unlike the traditional linear economy, which follows a “take, make, use, dispose” […]

Green bonds are debt instruments issued by governments, municipalities, or corporations to fund projects that have a positive environmental impact. These projects typically focus on sustainability and climate change mitigation, […]

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 after President-elect Donald Trump’s decisive win […]

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 recent political drama surrounding South Korean President […]

On 25th November, United States President Donald Trump has announced plans for imposing tariffs on the United States’ top 3 trading partners—Canada, Mexico, and China. Trump announced a 25% tariff […]

When managing a fund, choosing the right benchmark is crucial. Two common approaches are benchmark return and absolute return. Each serves a different purpose and is suited for specific investment […]

The MSCI Asia Pacific Ex-Japan Index (-4.9%) severely underperformed the MSCI World Index (-2.0%) in October, as China markets reeled back from their September rally, while a last-day pullback dragged […]