Russia

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The new world order, as seen from China

The meeting of the Shanghai Cooperation Organisation (SCO) in the northern Chinese city of Tianjin this week saw the heads

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Trump may be bearish for US dollar

Analysis: The greenback and dollar-denominated assets may decline if the US president-elect makes good on threats

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Four reasons to consider exposure to active global equities

Access more opportunities, increased diversification, and potentially better risk management.
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Equity Income: Take It or Leave It?

Investors often assume that as they move between life stages,

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Rewired, Reshaped, Redefined Infusing AI to Drive the Next Chapter of Efficiency in Fund Management

The investment management industry is undergoing structural change. Margin pressure,

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Redefining Asian Equities

Asia is emerging as the next major destination for long-term

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Latest

Analysis

Analysis: Recent and ongoing developments of UBS takeover of Credit Suisse lead to concerns over transparency of Swiss banking system

Analysis: UBS takeover of Credit Suisse leads investors to question Switzerland’s status as global financial centre
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Sustainability

Cautious optimism

Soft landing may no longer be a “fairytale”, but the path remains narrow Jean-Louis Nakamura is well qualified to spea…

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Analysis

Analysis: Post-pandemic, Asia Pacific far behind on sustainable development goals

Analysis: Asia Pacific’s sustainable development agenda pushed to 2065 from 2030
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Analysis

Asset managers freeze funds in Asia with Russia exposure

Market Presence: Franklin Templeton ceases new investments in Russia and Belarus assets
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Analysis

Japan-domiciled funds with Russia exposure battered

Market Presence: Net inflows into Japanese mutual funds shrank to 570 billion yen in February, the second lowest on record
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Insurance

Taiwan insurers face potential losses from Russia exposure

Insurance: Taiwan’s financial industry’s total exposure to Russia and Ukraine was NT$229 billion as of end-2021
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Equities

Russian stocks yanked from key indices but impact “negligible”, Morningstar says

Investments: BlackRock and Amundi have marked down their Russian holdings to zero and Morningstar expects more to follow suit.
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Analysis

Analysis: For Russia, Ukraine attack may be a misstep

Analysis: Western sanctions isolate some 80% of Russia’s financial sector from the global financial system
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Analysis

Analysis: In Europe, a furore over natural gas

Analysis: Spat comes as Europe’s recovery faces headwinds from rising prices and supply shortage
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Analysis

Analysis: Sovereign wealth funds to the rescue

Analysis: Norway’s plan on use of GPFG money may be a pointer to future moves by sovereign wealth funds
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