For institutional investors in the Netherlands

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.

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Alternative Perspectives

Insight from our alternatives team 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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China’s trilemma and the renminbi’s fall

China’s trilemma and the renminbi’s fall

The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?

An Investor’s China Conundrum

An Investor’s China Conundrum

While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.

An investor’s China conundrum

An investor’s China conundrum

While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.

What lies ahead for Chinese equities in the Year of the Tiger?

What lies ahead for Chinese equities in the Year of the Tiger?

Portfolio manager May Ling Wee discusses the key risks and opportunities for Chinese equities.

Emerging Market Debt: A pivotal year for China

Emerging Market Debt: A pivotal year for China

Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.

Global tech: keeping perspective in a complex environment

Global tech: keeping perspective in a complex environment

With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.

China’s three Cs: COVID, consumption and credit

China’s three Cs: COVID, consumption and credit

Jennifer James, emerging market credit portfolio manager, considers how policies enacted by China’s government towards COVID, consumption and credit are likely to shape China’s near-term trajectory.

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.

e-CNY: slow burn to rapid acceleration?

e-CNY: slow burn to rapid acceleration?

Jennifer James, Emerging Market Credit Portfolio Manager, explores how the People’s Bank of China’s digital currency has been several years in the making but has the potential to rapidly reshape the payments industry.

The Great Transition: demographic change in China

The Great Transition: demographic change in China

Jennifer James and Ales Koutny, emerging market specialists within the Global Bonds Team, interpret the data in China’s latest census, highlighting pressing economic and societal issues that will need to be addressed.

Emerging market equities: same storm, different boats

Emerging market equities: same storm, different boats

The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.

China decarbonisation: the emergence of a mega-theme

China decarbonisation: the emergence of a mega-theme

Daniel Graña, Matt Doody and Jennifer James look at how China decarbonisation has the potential to be one of the biggest investment themes over the coming years.