For individual investors in the UK

Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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.

Decarbonisation in EM Index

Perspectives on decarbonisation challenges facing Asia, with examples from China, India and the Republic of Korea.

Corporate Debt Index

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

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Decarbonisation in emerging markets: perspectives and insights from Asia

Decarbonisation in emerging markets: perspectives and insights from Asia

Decarbonisation efforts across Asia are hampered by a fragmented market, but recent trends are encouraging.

Are China equities turning a corner?

Are China equities turning a corner?

Following a period of market weakness, Chinese stocks are now looking more appealing to investors.

Opportunities expand as emerging markets evolve

Opportunities expand as emerging markets evolve

How the war in Ukraine has impacted emerging markets (EM) and where we see potential opportunities.

Taking the Long View on Market Volatility

Taking the Long View on Market Volatility

With easy monetary policies ending in developed economies, fundamentals become especially important for investors.

The investment ramifications of a multipolar world

The investment ramifications of a multipolar world

While the push toward globalization lifted nearly all emerging markets 20 years ago, increased localization will likely result in a dispersion of outcomes based on unique country factors.

China’s trilemma and the renminbi’s fall

China’s trilemma and the renminbi’s fall

The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?

An Investor’s China Conundrum

An Investor’s China Conundrum

While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.

What lies ahead for Chinese equities in the Year of the Tiger?

What lies ahead for Chinese equities in the Year of the Tiger?

Portfolio manager May Ling Wee discusses the key risks and opportunities for Chinese equities.

Global tech: keeping perspective in a complex environment

Global tech: keeping perspective in a complex environment

With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.

China’s three Cs: COVID, consumption and credit

China’s three Cs: COVID, consumption and credit

Jennifer James, emerging market credit portfolio manager, considers how policies enacted by China’s government towards COVID, consumption and credit are likely to shape China’s near-term trajectory.

China’s Economic Rebalancing Casts a Cloud on Property
Quick Views China Credit

China’s Economic Rebalancing Casts a Cloud on Property

The far-reaching implications of China’s efforts to rebalance its economy.

China’s economic rebalancing casts a cloud on property

China’s economic rebalancing casts a cloud on property

Fixed income portfolio managers Jennifer James and Tom Ross consider how efforts to rebalance the economy in China are having far-reaching implications.