For investors in Singapore

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.

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.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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The high cost of “Insurance” in today’s aggregate benchmark

The high cost of “Insurance” in today’s aggregate benchmark

Bond portfolios can act as a hedge against equity market volatility, but both the value and cost of this hedge fluctuate as economic and market conditions evolve.

The necessity of yield in 2022

The necessity of yield in 2022

Why the yield provided by the high-yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.

Global bonds: a very narrow path for monetary policy

Global bonds: a very narrow path for monetary policy

Monetary policy – and the risk of policy error – are likely to be some of the greatest influences on bond markets in 2022.

Global investment grade: high uncertainty meets low dispersion

Global investment grade: high uncertainty meets low dispersion

James Briggs, corporate credit portfolio manager, considers the winds of change affecting the balance of risk and opportunity in investment grade in 2022.

Euro investment grade: a test of discipline in 2022

Euro investment grade: a test of discipline in 2022

Tim Winstone, corporate credit manager, discusses how a cautious and steady approach to steering through 2022 makes sense for both the European Central Bank (ECB) and investors.

Fed Up? The fallout from overly sweetened monetary policy
Quick Views Interest rates

Fed Up? The fallout from overly sweetened monetary policy

Financial markets have started to challenge central banks on their commitment to accommodative policy.

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.

Accessing floating-rate loans through CLOs
Quick Views Interest rates

Accessing floating-rate loans through CLOs

Why investment-grade CLOs may offer an attractive, floating-rate, option for fixed-income investors.

US fixed income: finding a balance in rates and inflation

US fixed income: finding a balance in rates and inflation

Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.

Fixed Income: The last hurrah

Fixed Income: The last hurrah

The lagged impact of policy largesse should initially drive earnings and inflation, but as 2022 progresses, a more familiar picture will likely emerge.

High yield bonds: looking beneath the bonnet

High yield bonds: looking beneath the bonnet

Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.

Upwardly mobile: credit’s quest for glory

Upwardly mobile: credit’s quest for glory

Fixed income portfolio managers Tom Ross and Tim Winstone explore how a drive to improve among corporate borrowers can have winning results for both companies and investors.