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.
Subscribe for relevant insights delivered straight to your inbox
Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.
What is the outlook for economic growth and how can investors ride out the risks?
Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.
The outlook for growth equities as market dynamics shift.
For more than a year, biotechnology stocks have been deep in the red, even as medical breakthroughs continue – a disconnect we think is unlikely to last.
Brian Recht and Jonathan Cofsky discuss the next major evolution in computing ‒ the metaverse ‒ and the investment implications as this new digital reality evolves.
2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.
The lagged impact of policy largesse should initially drive earnings and inflation, but as 2022 progresses, a more familiar picture will likely emerge.
Why the stock market cycle could continue in 2022, despite inflation pressures, slower growth rates and tighter monetary policy.