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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Shining a light on “Hidden ESG” in smaller companies

Shining a light on “Hidden ESG” in smaller companies

Why it’s important for investors to look beyond ESG ratings.

Is there an investment case for oil and gas during the energy transition?

Is there an investment case for oil and gas during the energy transition?

The COVID-19 pandemic has helped accelerate the shift from fossil fuels to renewable energy – but that doesn’t mean oil and gas are done for good. Noah Barrett, Lead Equity Analyst on the Energy & Utilities Sector Research Team, explains why the industry could be on the cusp of one more upcycle.

Finding value in each other: active collaboration in stock and bond analysis

Finding value in each other: active collaboration in stock and bond analysis

Assessing the benefits of active collaboration in stock and bond analysis.

Valuing high yield’s improving credit quality
Quick Views Credit

Valuing high yield’s improving credit quality

Assessing the impact of rising credit quality on high yield spreads.

Tempering expectations

Tempering expectations

While record-setting prices for riskier assets hint at better days ahead, Portfolio Manager Nick Maroutsos believes that a complete exit from the pandemic may take longer than expected and therefore justify continued monetary and fiscal hyper-accommodation.

Positioning for higher yields
Quick Views Interest rates

Positioning for higher yields

Assessing the risks and opportunities of higher government bond yields.

Analyzing the outlook for global dividends
Quick Views Coronavirus Dividends

Analyzing the outlook for global dividends

Ben Lofthouse, Head of Global Equity Income, provides an update on some of the dividend trends his team is seeing within the world of equity income.

A mostly benign outlook for U.S. inflation

A mostly benign outlook for U.S. inflation

Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.

Making sense of the 2020 US election
Quick Views Elections

Making sense of the 2020 US election

Our panel of investment professionals discuss what the result could mean for financial markets and investors.

US election reflections – celebrating gridlock
Quick Views Elections

US election reflections – celebrating gridlock

In a tightly contested US election, where the issue of postal votes could decide the victor, what does this mean for financial markets? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to potential policy paths and the dwindling prospects of a Biden fiscal bonanza.

2020 US election: first take
Quick Views Elections

2020 US election: first take

Why the removal of election uncertainty could support markets – regardless of the outcome.

Low rates vs. U.S. election: What matters for fixed income?

Low rates vs. U.S. election: What matters for fixed income?

Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.