For investors in Hong Kong

Navigating Coronavirus Uncertainty

Perspectives from our investment teams on the market impact and key considerations for investors
Learn More

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.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

I want to subscribe
Equity income investing: key market drivers
April 2022
Quick Views Dividends Macroeconomics Russia/Ukraine Conflict Value Equities

Equity income investing: key market drivers

Key market drivers from the first quarter and key themes to watch going forward.

Read More

Russia Ukraine market impact – a week on
March 2022
Quick Views Energy and Utilities Russia/Ukraine Conflict Value Equities Volatility

Russia Ukraine market impact – a week on

A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.

Read More

European equities: will inflation be transitory for longer?
October 2021
Investment Viewpoints Value Equities

European equities: will inflation be transitory for longer?

John Bennett, Director of European Equities, discusses growth versus value, whether he believes inflation will become more persistent and what this means for European equities.

5 min watch

Consumer revenge – the next stage of the recovery in Europe
June 2021
Global Perspectives Coronavirus Value Equities

Consumer revenge – the next stage of the recovery in Europe

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.

Read More