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

Growth? Value? Just fundamentals please…

Growth? Value? Just fundamentals please…

Portfolio manager Steve Johnstone looks at the dominance of thematic market factors in determining market movements since the start of the pandemic, considering what the return of idiosyncratic risk in 2021 might mean for investors.

Biopharma’s Targeted Approach to Growth

Biopharma’s Targeted Approach to Growth

A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.

Market and Economy Giving Fed What It Wants

Market and Economy Giving Fed What It Wants

Even with an update to its interest rate projections that is perhaps overdue, the Fed can still afford to be patient.

Peak sentiment, peak growth, peak policy

Peak sentiment, peak growth, peak policy

Paul O’Connor, Head of the UK-based Multi Asset Team, considers the prospects for markets as the global recovery gathers momentum and economies begin to reopen.

Commodity Indices: The Carbon Offsetting Evolution

Commodity Indices: The Carbon Offsetting Evolution

How investors can utilize carbon futures, both as an active tool to help mitigate carbon emissions and as a potential additional source of returns.

Other Companies Join Tech Earnings Party

Other Companies Join Tech Earnings Party

Tech stocks are currently positioned to benefit from both secular and cyclical factors.

Disappointing Payroll Data Doesn’t Change Our Outlook

Disappointing Payroll Data Doesn’t Change Our Outlook

Head of U.S. Fixed Income Greg Wilensky shares his thoughts on today’s employment report and why it doesn’t change our long-term outlook.

GDP, the Fed and Biden’s Address: Recapping the Last 24 Hours

GDP, the Fed and Biden’s Address: Recapping the Last 24 Hours

A recap and discussion of three significant economic events from the past 24 hours.

A closer look at Dynamic Trend Following
Quick Views Volatility

A closer look at Dynamic Trend Following

Portfolio Managers Andrew and Mathew Kaleel discuss a different approach to capturing both micro and macro trends in markets.

Secured loans quick view: 2021 — a return to normal?

Secured loans quick view: 2021 — a return to normal?

David Milward, Head of Loans and member of the Secured Credit Team, explains why he believes secured loans could prove to be attractive in the search for relatively stable income in 2021.

Tempering Expectations

Tempering Expectations

A sub-optimal vaccine rollout and persistently soft economic data portends a slower-than-expected emergence from the pandemic-driven recession, explains Portfolio Manager Nick Maroutsos.

Positioning for Higher Yields

Positioning for Higher Yields

Assessing the risks and opportunities of higher government bond yields.