Macro Economies

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Analysis: A major global risk may be playing out

The unwinding of the yen carry trade, which some have long considered as a major risk to the global financial

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A world drowning in debt

The world is sinking deeper into debt, raising questions on whether financial markets that are already debt-heavy will have the

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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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Private Credit 2.0: Rethinking the Universe Featuring Johnny Brom, CIO and Founder, SAIL Investments.

As private credit continues its rapid ascent across institutional portfolios,

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Awards Supplement

Discipline is key amid macroeconomic noise

AXA Investment Managers (AXA IM), winner of multiple Asia Asset Management’s 2025 Best of the Best Performance Awards1, including US

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Awards Supplement

The growing case for global investing

Since Donald Trump’s return to the Oval Office began (Trump 2.0), equity investors have quickly learned the hard way that

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Equities

Navigating volatility

Amid tariff turmoil, spotlight turns to global emerging market equities It’s been a roller coaster ride for global eme… To

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Editorial

Hostages to misfortune

Consider this statement from the CEO of French utility Engie, which announced record profits at the end of February 2025.

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Analysis

Asset allocation in turbulent times

Institutions continue to seek out steady, long-term investment returns Asset allocation is facing some interesting cha… To continue reading this

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Fixed Income

When markets move fast

Active management seen to open up opportunities to add value amid diverging fundamentals The past year was challenging… To continue

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Country Report

Has the shine worn off?

A bull run that drove Indian stocks last year has given way to decline India’s stock market slide that began

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Country Report

A central bank/think tank

Bank of Korea governor disputes notion that the bank is moving outside its mandate Central banks, especially the US Fe…

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Analysis

A turning point in risk appetite?

The end of the US rate hike cycle is likely to see institutional investors become more willing to take on

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Analysis

Singapore central bank warns of worsening global inflation

Singapore’s central bank has warned that the Russia-Ukraine war is likely to be prolonged and that the conflict has “sha…

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