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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.

Alternative Perspectives

Insight from our alternatives team 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.

Latest Insights

China’s economic rebalancing casts a cloud on property

China’s economic rebalancing casts a cloud on property

Fixed income portfolio managers Jennifer James and Tom Ross consider how efforts to rebalance the economy in China are having far-reaching implications.

Drug-pricing reform an uphill battle

Drug-pricing reform an uphill battle

Why the push for government-negotiated drug prices could prove to be a Sisyphean task.

Decarbonisation: how can investors lead the charge to reaching net zero by 2050?

Decarbonisation: how can investors lead the charge to reaching net zero by 2050?

From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.

Progressing toward a sustainable global economy

Progressing toward a sustainable global economy

Why we believe active engagement is key to gauging companies’ progress on addressing environmental and social issues.

Sustainable investing – the defining decades
Investment Viewpoints

Sustainable investing – the defining decades

A lot can happen in 30 years. Over the past three decades, we have seen explosive progress in science, technology and communications. In the same timeframe, the need for sustainable practices has become paramount.

China tech sector: evolving regulations, same compelling themes

China tech sector: evolving regulations, same compelling themes

Even as they increase regulatory oversight of the tech sector, Chinese authorities still value the role played by private sector companies in digitising the country’s economy, research analyst Adam Wolfman explains.

Climate emergency but the investment industry can make a difference

Climate emergency but the investment industry can make a difference

Amarachi Seery, Sustainability Analyst, sheds some positive light on the latest IPCC Report which outlined the harsh reality of the current state of the climate.

Global technology outlook: prioritising company fundamentals

Global technology outlook: prioritising company fundamentals

Portfolio manager Denny Fish sees the current tech rally being guided by earnings results and acknowledgment of the strong positions of leading tech and Internet companies aligned with the themes of the cloud, e-commerce and artificial intelligence.

Breaking down risk within high yield

Breaking down risk within high yield

Some of our high yield and risk experts explain the different measures of risk in high yield bonds and show how a deeper understanding of them can reveal potential opportunities.

Tech + football = a winning partnership

Tech + football = a winning partnership

Portfolio managers Alison Porter, Graeme Clark and Richard Clode delve into how technology is transforming every aspect of football.

How is China facing up to changing demographics?

How is China facing up to changing demographics?

Portfolio manager May Ling Wee discusses China’s challenges and responses to an ageing population and what this means for investors.

Biopharma’s targeted approach to growth

Biopharma’s targeted approach to growth

A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.