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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Health care’s innovation shifts into high gear

Health care’s innovation shifts into high gear

Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.

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.

COVID variants: The impact on pandemic trajectory & biopharma stocks

COVID variants: The impact on pandemic trajectory & biopharma stocks

Making sense of the latest developments around COVID-19 variants and what investors should consider now.

A step closer to a digital future

A step closer to a digital future

Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.

Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth

Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth

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.

Reaching for normal: the outlook for 2021

Reaching for normal: the outlook for 2021

Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.

Sustainable equities: the future is green and digital

Sustainable equities: the future is green and digital

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.

A positive backdrop for US equities

A positive backdrop for US equities

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.

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.

COVID-19 vaccine beats expectations

COVID-19 vaccine beats expectations

How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.

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.