For investors in Hong Kong

Global Perspectives

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.

Global Dividend Index

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

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.

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Flattening is not flattering

Flattening is not flattering

The recent flattening of yield curves is incongruous to the beginning of a hiking cycle. The Global Bonds team examines the drivers of these dynamics and the team’s expectations for 2022.

The necessity of yield in 2022

The necessity of yield in 2022

Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.

Global technology markets seek normalcy in 2022

Global technology markets seek normalcy in 2022

As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.

Emerging market debt: A pivotal year for China

Emerging market debt: A pivotal year for China

Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.

European Equities: stay the course in 2022

European Equities: stay the course in 2022

Could value be where the opportunity lies in European equities in 2022?

Introducing the REITs 3.0 Flywheel
Quick Views Property Equities

Introducing the REITs 3.0 Flywheel

Explaining the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth could generate value for investors.

US fixed income: finding a balance in rates and inflation

US fixed income: finding a balance in rates and inflation

Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.

Natural resources: the nexus of sustainable development and decarbonisation

Natural resources: the nexus of sustainable development and decarbonisation

The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.

ESG: Forks in the road

ESG: Forks in the road

2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.

Despite headwinds, progress continues for US equities

Despite headwinds, progress continues for US equities

Portfolio Manager Jeremiah Buckley sees continued progress in US equities amid the economic recovery.

Sustainable equities: maintain focus on long term secular growth

Sustainable equities: maintain focus on long term secular growth

Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.

Global property equities: evolving for the better into 2022 and beyond

Global property equities: evolving for the better into 2022 and beyond

The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.