For investors in Hong Kong
Market Impact: Russia/Ukraine
How markets are reacting to the conflict and what it means for investors
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 Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.
Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.
Recent volatility says little about the tech sector’s intact ability to reshape the global economy.
Brian Recht and Jonathan Cofsky discuss the next major evolution in computing ‒ the metaverse ‒ and the investment implications as this new digital reality evolves.
Technology plays a pivotal role in the transition towards a more sustainable world. Portfolio manager Richard Clode explores these themes and the investment opportunities.
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.
Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.
With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.
Portfolio Manager Denny Fish and analyst Shaon Baqui posit that semiconductor producers face an uphill battle in meeting rising demand for chips as the digitization of the global economy accelerates.
While near-term risks exist, the trajectory of emerging markets remains on stable footing