For investors in Hong Kong
Navigating Coronavirus Uncertainty
Perspectives from our investment teams on the market impact and key considerations 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
A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.
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We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.
What are the opportunities in the healthcare sector in today’s uncertain financial markets?
Where we see potential opportunities as emerging markets decarbonize.
The SEC has proposed new climate-related disclosures for public companies. What are the details?
The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses how businesses are changing the way we use and consume water.
ESG factors are becoming increasingly important in the analysis of EM companies.
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.
Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.
Despite a challenging start to 2022 for sterling corporate bonds, the market’s risk perception for the asset class is short of elevated levels. Should investors look through the recent volatility, they will find attractive levels of yields that remain backed by strong corporate fundamentals.
Sticking with sectors that now look entrenched in a post-pandemic world can help investors navigate the new storm of rising rates, inflation and geopolitical uncertainty.
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.