For investors in Hong Kong
Navigating Coronavirus Uncertainty
Perspectives from our investment teams on the market impact and key considerations for investors
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.
Sovereign Debt Index
A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.
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Portfolio managers Guy Barnard and Greg Kuhl discuss REITs’ performance to-date, stagflation concerns, and the impact of rising costs on the sector.
Navigating risks that have emerged in small-cap growth stocks.
Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.
Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.
Tal Lomnitzer discusses the strong demand for resources and the diversification merits of a long-term allocation to the asset class.
How is the Russia/Ukraine conflict driving European energy policy and investor opportunity?
In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
What are the opportunities in the healthcare sector in today’s uncertain financial markets?
Where we see potential opportunities as emerging markets decarbonize.
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses how businesses are changing the way we use and consume water.
ESG factors are becoming increasingly important in the analysis of EM companies.
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.