Opinions & Outlooks
Japan equities outlook Q1/2025
The outlook for Japanese equities remains positive but comes with some challenges in the near term.
Unmasking myths in Australia’s credit market
Recent developments make AUD credit a compelling opportunity for investors seeking additional diversification, argues QIC.
The drivers behind India’s private equity boom
India has become an important market for global private equity, but what has fuelled this growth?
Trump’s trade tariffs: a test for Asia’s credit markets?
Trump’s new tariffs may reshape Asia’s credit markets, but PineBridge sees resilience, with only 2.5% of issuers facing direct impact.
Why it might be time for a dedicated portfolio allocation to India
A standalone allocation to India could enhance the risk-return profile of a global portfolio while providing greater opportunities for alpha.