Asia Asset Management

1 week ago | asiaasset.com | Goh Thean Eu

Infrastructure investments have become increasingly popular among asset owners such as pension funds, insurers and sovereign wealth funds. As long-term investors, they are drawn to assets like transportation, energy and digital networks to diversify portfolios and earn stable, inflation-protected returns. Singapore wealth fund GIC Pte Ltd, for instance, has increased the share of infrastructure investments to 13% of assets from 10%.

2 weeks ago | asiaasset.com | Anthony Rowley

The economic impact of Trump’s tariffs and other trade measures has hogged the headlines since the US president announced his “Liberation Day” on April 2. But the story of what is happening in the global financial system as a direct and indirect result of these measures has remained largely untold. Until last week, that is, when some indications of potentially systemic financial sector problems began to emerge during the spring meetings of the International Monetary Fund and World Bank.

3 weeks ago | asiaasset.com | Anthony Rowley

Have financial markets fully discounted or priced in the impact of tariff shocks and other economic trauma that will likely be triggered by US President Donald Trump’s erratic policies? Almost certainly not, judging from the International Monetary Fund’s latest Global Financial Stability Report, which says global fallout in markets and economies will likely be widespread and prolonged.

1 month ago | asiaasset.com | Anthony Rowley

Compared to US stocks which have suffered recently at the hands of investors alarmed at President Donald Trump’s tariff tantrums, the dollar has thus far escaped severe punishment. But that may be poised to change, at least according to participants at a recent panel discussion at the Foreign Correspondents Club of Japan in Tokyo.

1 month ago | asiaasset.com | Goh Thean Eu

Asia Global Malaysia Unit trusts remain largest component of Malaysia’s fund management industry Malaysia’s asset management industry total assets under management ended 2024 at an all-time high of 1.07 trillion ringgit (US$242.03 billion), up from the previous high of 975.48 billion ringgit in 2023, mainly helped by the strong performan...