Capital Group CEO sees more M&A coming for active asset managers

The world’s biggest active fund manager aims to drive consolidation, targeting 20% of US active fund share by 2036

Aberdeen's total assets under management and administration dipped 1.5% in the three months through end-March.

Aberdeen sees £2.9 billion outflows as volatility jolts markets

The firm’s share price has rallied about 70% from its low in April 2025

Mount Alvernia is now the sole not-for-profit private hospital, but a new one is in the pipeline. It will be a welcome option for those who want more affordable private care.
MIND THE GAP

Shedding light on IP challenges: medical-cost inflation and thin margins

With the IP industry’s profit margin at just 0.5%, commissions and costs to insurers and policyholders are under scrutiny

Hillhouse opened an office in Abu Dhabi in April, underscoring the growing importance of the Gulf region to investment managers even during the Middle East conflict.

Hillhouse taps investors, own cash in bid to raise US$8 billion

It seeks US$7 billion for an Asia-focused buyout fund, and US$1 billion to US$1.5 billion for a growth strategy

Energy, materials and industrial stocks outperformed the S&P 500 in four of the five energy shocks by an average of 16%.
CIO CORNER

What history tells us about what it takes to reap positive market returns amid an oil shock

Negative real interest rates will help investors to repeat the 1973, 1990 and 2003 energy investment booms

Commercial and residential mortgage-backed securities and collateralised loan obligations account for around 75% of all securitised credit outstanding.

Why securitised credit is gaining relevance

Cash flows from securitised credit are generated by the underlying assets that back them, tying performance to asset-level fundamentals

China's rapid adoption of electric vehicles has further reduced household reliance on petrol. This means exposure to oil price fluctuations is structurally lower than at any point in recent history.
INVESTING GLOBALLY & PROFITABLY

Why the oil shock can be China’s buying moment

The country often seen as highly exposed to rising oil prices; while this is true in absolute terms, it is an increasingly misleading way to assess risk

Rickesh Kishnani, co-founder and chairman of Rare Whisky Holdings, expects the first fundraising round to close by September.

Whisky fund uncorks US$50 million play on casks after scams rattle market

The Platinum Whisky Investment Fund II draws lessons from its first iteration, will have a more active foreign exchange hedging strategy

Razer, founded by Tan Min-Liang and dual-headquartered in Singapore and California, is one of the world’s leading gaming peripheral brands by revenue.
DUE DILIGENCE

Creative, Razer, Secretlab – What’s the playbook for building a global brand from Singapore?

For founders who know how to use the right levers, Singapore arguably offers a manufacturing story that few other locations in the world can replicate

The Strait of Hormuz is serving as one giant chessboard, and there is a growing sense that the endgame in the Iran war is in sight.
RETHINKING MATTERS

Will the Iran conflict end in checkmate or stalemate?

Much is uncertain, now with the Strait of Hormuz’s vulnerability apparent and key issues still unresolved