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INSIGHTS

Global Perspectives

Global Dividend Index

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

Corporate Debt Index

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

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.

Latest Insights

Ukraine investment considerations: time in the market beats market-timing

Ukraine investment considerations: time in the market beats market-timing

What history can teach us about the potentially costly effects of making drastic portfolio changes during uncertain times.

Breaking down plastic pollution

Breaking down plastic pollution

Exploring the investment considerations for the responsible use of plastic.

Things have changed: the options market suggests monetary tightening to moderate

Things have changed: the options market suggests monetary tightening to moderate

Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.

Evaluating the market impact of the Russia/Ukraine conflict: a multi-asset view

Evaluating the market impact of the Russia/Ukraine conflict: a multi-asset view

Paul O’Connor, Head of the UK-based Multi-Asset Team, addresses the initial market response to events unfolding in Eastern Europe.

Markets hinge on inflation and eventual pace of rate hikes

Markets hinge on inflation and eventual pace of rate hikes

The shift toward tighter monetary policy has been – and likely will continue to be – a dominant theme in financial markets.

Going back to your ‘ex’: The role of Europe ex-UK equities in a UK equity portfolio
Investment Viewpoints

Going back to your ‘ex’: The role of Europe ex-UK equities in a UK equity portfolio

The Portfolio Construction and Strategy Team consider the value of an additional allocation to European equities for UK investors.

Russia/Ukraine: Implications from an EM Investment Perspective

Russia/Ukraine: Implications from an EM Investment Perspective

Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.

Global technology: taking volatility in stride

Global technology: taking volatility in stride

Recent volatility says little about the tech sector’s intact ability to reshape the global economy.

A long-haul journey to zero-carbon

A long-haul journey to zero-carbon

Is net zero carbon an achievable goal for the aviation industry? The European Equities Team explore.

Adobe: inspiring digital creativity and sustainability

Adobe: inspiring digital creativity and sustainability

Hamish Chamberlayne discusses why Adobe is a good example of a company that does good by the environment and society.

Computing evolution: investing in the metaverse

Computing evolution: investing in the metaverse

Investing in the new digital reality of the metaverse.

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.