For institutional investors in Asia

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

Latest Insights

Innovation and low valuations tailwinds for healthcare

Innovation and low valuations tailwinds for healthcare

Despite delivering positive returns, healthcare underperformed the broad market in the first half of the year. Portfolio Manager Andy Acker explains some of the reasons why – as well as why he is optimistic about the sector’s outlook.

Global Sustainable Equity: news and opportunities (July 2021)

Global Sustainable Equity: news and opportunities (July 2021)

Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.

European equities – identifying winners beyond the COVID bounce

European equities – identifying winners beyond the COVID bounce

Jamie Ross, European equities portfolio manager, identifies some of the COVID-19 recovery trade opportunities that have slipped under the radar amid the COVID bounce and discusses portfolio positioning for the rest of 2021.

How is China facing up to changing demographics?

How is China facing up to changing demographics?

Portfolio manager May Ling Wee discusses China’s challenges and responses to an ageing population and what this means for investors.

The affordable care act lives on

The affordable care act lives on

The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the US

Can corporate cash drive further market growth?

Can corporate cash drive further market growth?

Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?

The Great Transition: demographic change in China

The Great Transition: demographic change in China

Jennifer James and Ales Koutny, emerging market specialists within the Global Bonds Team, interpret the data in China’s latest census, highlighting pressing economic and societal issues that will need to be addressed.

Smartphones on wheels

Smartphones on wheels

There are parallels to be drawn between the growth and evolution of electric vehicles and smartphones, with attractive opportunities for savvy investors, according to Alison Porter, Graeme Clark and Richard Clode.

The turn: high yield on the road to deleveraging

The turn: high yield on the road to deleveraging

Tom Ross, within the Global Corporate Credit Team, looks at whether the trajectory of credit fundamentals supports the strength in high yield bond markets.

Making sense of COVID-19 vaccine IP waivers

Making sense of COVID-19 vaccine IP waivers

Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

Access to medicine – the need for innovation, partnerships and data capture

Access to medicine – the need for innovation, partnerships and data capture

Olivia Gull, Analyst on the Governance and Responsible Investment Team, examines how pharmaceutical companies are addressing the issue of inequitable access to medicine, specifically in low and middle-income countries.

Why we own one of the most carbon intensive stocks in our investment universe

Why we own one of the most carbon intensive stocks in our investment universe

John Bennett and Tom O’Hara, European equities portfolio managers, explain why investing in so-called high ESG risk companies can prove to be beneficial as an active manager.