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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Global technology markets seek normalcy in 2022

Global technology markets seek normalcy in 2022

As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.

Global equities: focus on the predictable

Global equities: focus on the predictable

Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.

The outlook for large-cap U.S. growth equities through renewed volatility

The outlook for large-cap U.S. growth equities through renewed volatility

Portfolio Manager Doug Rao sees ongoing volatility, but also opportunity, in large-cap U.S. growth equities.

Global equities: balancing a broadening recovery with inflation concerns

Global equities: balancing a broadening recovery with inflation concerns

The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.

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.

Are we there yet? A slow and steady recovery for Asian growth expected

Are we there yet? A slow and steady recovery for Asian growth expected

Andrew Gillan provides his views on the growth prospects for Asian equities 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.

Global tech: driven by strength of secular themes in the real world and beyond

Global tech: driven by strength of secular themes in the real world and beyond

Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.

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.

European Equities: stay the course in 2022

European Equities: stay the course in 2022

Could value be where the opportunity lies in European equities in 2022?

Multi-Asset in 2022: prepare for all seasons

Multi-Asset in 2022: prepare for all seasons

Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.