For investors in Hong Kong
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Disruption and innovation are accelerating. We help you harness the power of change.
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
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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Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.
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.
Assessing the benefits of active collaboration in stock and bond analysis.
Making sense of the latest developments around COVID-19 variants and what investors should consider now.
Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.
Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.
Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.
Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.
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.
How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.
Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.