AsianInvestor sought insights from industry experts to explore the lasting implications of Donald Trump's first 100 days in office.
World
In partnership with MFS Investment Management
In response to multiple, concurrent crises, MFS believes investors should look beyond external factors like interest rates and geopolitical risks that are out of their control – and instead adopt an approach that enables them to not just cope, but rise above the current noise and build resilience, says Carol Geremia, President of MFS and Co-Head of Global Distribution.
As uncertainty dominates global markets following Trump's tariff announcements, asset owners are prioritising liquidity management while preparing for potential sharp declines in both public and private asset valuations.
IFM elevates acting COO; PGIM Real Estate bolsters APAC team; AllianzGI hunts for new regional head; Ex-Value Partners CEO launches new venture, and more.
Does America's economic resilience really give it an advantage in prolonged tariff conflicts, or do dependencies on certain imports create unavoidable vulnerabilities?
As retirement schemes attempt to guide members on how to avoid crystallising losses in the wake of the recent market falls, investment teams are likely to reduce their US equity weightings.
As markets plunge and tariff tensions escalate, the recession question looms larger than ever. Leading strategists weigh in on whether this is the beginning of a downturn or merely market overreaction to policy uncertainty.
Financial analysts assess some wild claims that recent stock market turbulence might be part of a deliberate debt management strategy of the new administration.
OMERS names global private equity head; ART confirms life insurance CEO; CPP Investments hires investment portfolio management head; Prudential Hong Kong adds risk chief and counsel; and more.
The Australian Superannuation Investment Summit wrapped up with substantive exchanges between industry leaders and US officials, as Australia's $2.8 trillion pension pool continues to deploy capital globally with a focus on infrastructure and private markets.
Mark Konyn, CIO of AIA, Asia’s largest insurer, sees early signs of stabilisation in China but remains cautious amid “unexpected” US policy changes.
While asset owners have turned to illiquid assets like private credit in pursuit of higher yields, uncertainties around US interest rate trajectory raise questions about expected returns.
