For investors in Singapore

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

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.

Global Dividend Index

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

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Nintendo: paving the way for positive play

Nintendo: paving the way for positive play

Hamish Chamberlayne and Ama Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.

Why should investors care about ESG?

Why should investors care about ESG?

Paul LaCoursiere, new Head of ESG Investments, examines three key reasons why investors should care about ESG and the main challenge faced by the investment industry.

Right here, right now: growth opportunities in real estate

Right here, right now: growth opportunities in real estate

Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.

Keeping it real: Interpreting the climb in bond yields

Keeping it real: Interpreting the climb in bond yields

The recent steep rise in yields has unsettled markets but Nick Maroutsos and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, believe the Fed and other central banks are in no mood to abandon their accommodative stance.

How are China’s stock markets developing and evolving?

How are China’s stock markets developing and evolving?

China equities portfolio manager May Ling Wee discusses the buoyant initial public offering (IPO) market and the impact of ‘re-shoring’ and rising cross-border flows on Chinese markets.

Taking stock of the mining sector

Taking stock of the mining sector

Tal Lomnitzer discusses the drivers of change in the mining sector and why ESG credentials matter in the move towards a digitised, electrified and fossil fuel-free future.

Resources in 2021: A year of transformation

Resources in 2021: A year of transformation

Portfolio manager Daniel Sullivan discusses what may lie ahead for the mining, energy and agriculture sectors in 2021 and beyond.

Income investing: different approaches to meet your needs

Income investing: different approaches to meet your needs

With economic and social uncertainty likely to be important considerations for the foreseeable future, investments that are able to generate an attractive income stream, while seeking to defend or potentially grow capital values, are in strong demand globally.

Secured loans quick view: 2021 — a return to normal?

Secured loans quick view: 2021 — a return to normal?

David Milward, Head of Loans and member of the Secured Credit Team, explains why he believes secured loans could prove to be attractive in the search for relatively stable income in 2021.

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.

Real estate bubbles? Chance would be a fine thing…

Real estate bubbles? Chance would be a fine thing…

Real estate shares have been out of favour in recent years, and there are indications that listed property is currently undervalued. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl assess the indicators and explore the associated risks and opportunities.

Exploiting the two-way traffic in high yield

Exploiting the two-way traffic in high yield

Tom Ross, corporate credit portfolio manager, takes a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.