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.

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The UK’s dovish turn: The £ gets pounded

The UK’s dovish turn: The £ gets pounded

The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.

The fog of war: a multi-asset view

The fog of war: a multi-asset view

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.

A tale of two hikes

A tale of two hikes

Two central banks both have clear intentions to hike interest rates. So why the difference in tone?

Another step towards policy tightening – with a caveat

Another step towards policy tightening – with a caveat

Cautioning against classifying the Fed’s interest rate ‘liftoff’ decision as being unequivocally hawkish.

The balancing act: navigating central bank policy divergence

The balancing act: navigating central bank policy divergence

The challenge for central banks has grown more complicated with volatility in bond markets and mounting inflationary pressures. Investors face a similar balancing act in navigating the central bank policy divergence that is set to characterise 2022 and beyond.

Will Japan join the tightening party?

Will Japan join the tightening party?

The inflation narrative in Japan is shifting to focus on upside risk. Portfolio manager Ales Koutny considers whether Japan could join other developed market peers in the exit from accommodative policy.

Central banks up the tempo as inflation worries persist
Quick Views Interest rates

Central banks up the tempo as inflation worries persist

We are seeing a pivot in central bank policy, notes Global Bonds Portfolio Manager Andrew Mulliner, following the BoE and ECB meetings on 3 February, as markets price in a policy error in the UK.

Strategic Fixed Income: Central banks in 2022 – making long bonds great again
Quick Views Interest rates

Strategic Fixed Income: Central banks in 2022 – making long bonds great again

Co-Head of Strategic Fixed Income Jenna Barnard outlines how the team’s cyclical process for managing bond exposures is signalling a collapse in US government bond yields around springtime.

Flattening is not flattering

Flattening is not flattering

The recent flattening of yield curves is incongruous to the beginning of a hiking cycle. The Global Bonds team examines the drivers of these dynamics and the team’s expectations for 2022.

US fixed income: finding a balance in rates and inflation

US fixed income: finding a balance in rates and inflation

Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.

A balancing act for both monetary policy and bond investors

A balancing act for both monetary policy and bond investors

Portfolio Managers Jason England and Dan Siluk explain that inflation expectations and their influence on monetary policy will go a long way in dictating the way forward for global bond markets.

Looking to sustainability for opportunity

Looking to sustainability for opportunity

Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.