For investors in Hong Kong

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 and insights on Mexico, Central America and the Caribbean, and South America.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

European equities: do not take a binary approach

European equities: do not take a binary approach

Is the worst yet to come for equity investors?

Fixed income returns in 2022: Have our bonds betrayed us?

Fixed income returns in 2022: Have our bonds betrayed us?

Following a recent drawdown, can U.S. fixed income still fulfil its role in a diversified portfolio?

Absolute Return Fixed Income: The bumpy return of duration risk

Absolute Return Fixed Income: The bumpy return of duration risk

Facing structurally higher interest rates, bond investors must again prioritize duration risk.

Credit’s response as the policy brakes tighten

Credit’s response as the policy brakes tighten

As central banks seek to put the brakes on higher inflation, how is this affecting credit markets?

Walking the QT tightrope

Walking the QT tightrope

Supporting actors don’t usually steal the show, but quantitative tightening has a disruptive reputation.

Research in action: EVs drive into a new lane for investors
Quick Views Technology

Research in action: EVs drive into a new lane for investors

As demand for electric vehicles (EVs) solidifies, the next big question for investors will be supply.

Healthcare tech: interesting opportunities but beware the hype

Healthcare tech: interesting opportunities but beware the hype

Healthcare technology companies are providing solutions to the rising demand for healthcare, but what are the implications for investors?

Damage control: Has the Fed learned its lesson?

Damage control: Has the Fed learned its lesson?

Taking cues from the market, the Fed gave a nod to inflation reality by raising policy rates by three-quarters of a percentage point.

An opportunity from dispersion in Europe?

An opportunity from dispersion in Europe?

While the ECB is focused on gradually pressing the brakes to tame inflation, its exit from quantitative easing will continue to shape credit markets and create opportunities and risks for investors.

Investing in the metaverse – separating hype from reality

Investing in the metaverse – separating hype from reality

The metaverse represents the next major evolution in computing. But where are the real wins occurring?

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.

An Altered Investment Backdrop for U.S. Growth Equities

An Altered Investment Backdrop for U.S. Growth Equities

Understanding what an altered investment environment means for U.S. growth equities.