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

Global Perspectives Podcast: How much is stagflation a concern for REITs?

Global Perspectives Podcast: How much is stagflation a concern for REITs?

Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.

Five questions fixed income investors are asking in 2022

Five questions fixed income investors are asking in 2022

Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.

Opposing Forces

Opposing Forces

A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.

Caution Merited in an Increasingly Uncertain Market

Caution Merited in an Increasingly Uncertain Market

Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.

How do ESG factors impact valuations within the technology sector?

How do ESG factors impact valuations within the technology sector?

Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.

Can Biotech Bounce Back?

Can Biotech Bounce Back?

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.

Computing evolution: investing in the metaverse

Computing evolution: investing in the metaverse

Brian Recht and Jonathan Cofsky discuss the next major evolution in computing ‒ the metaverse ‒ and the investment implications as this new digital reality evolves.

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.

Fixed Income: The last hurrah

Fixed Income: The last hurrah

The lagged impact of policy largesse should initially drive earnings and inflation, but as 2022 progresses, a more familiar picture will likely emerge.

Equities: Can the cycle roll on?

Equities: Can the cycle roll on?

Why the stock market cycle could continue in 2022, despite inflation pressures, slower growth rates and tighter monetary policy.