For investors in Singapore

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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 semiconductor shortage: why more than tech investors should care

The semiconductor shortage: why more than tech investors should care

The current semiconductor shortage may be more pervasive and longer-lasting than many expect.

Innovation addresses industrial recovery challenges

Innovation addresses industrial recovery challenges

In the face of mounting challenges, innovations are coming together to complement, augment ‒ and eventually replace ‒ traditional industrial processes, says Assistant Portfolio Manager David Chung.

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.

Diversifying through an uneven recovery
Quick Views Coronavirus

Diversifying through an uneven recovery

Given fluctuating markets, it may be prudent to sharpen the focus on sources of risk and return within one’s portfolio.

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

While near-term risks exist, the trajectory of emerging markets remains on stable footing

Understanding the impact of Delta

Understanding the impact of Delta

The highly infectious variant of COVID-19 has led to rising case numbers, but we explain why a return to normalcy is still within striking distance.

With early-cycle behind us, securities must stand on own merits
Quick Views Coronavirus

With early-cycle behind us, securities must stand on own merits

Investors can no longer rely on “rising tides” lifting broad indices to deliver equity returns.

Growth in the next phase of recovery

Growth in the next phase of recovery

While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.

Global Perspectives: The case for REITs in the economic recovery

Global Perspectives: The case for REITs in the economic recovery

Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.

The Market’s Tug-of-War: Outlook for U.S. Equities

The Market’s Tug-of-War: Outlook for U.S. Equities

From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.

Inflation outlook: A celebration of growth or central bank complacency?

Inflation outlook: A celebration of growth or central bank complacency?

From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.

Come on down: Is inflation priced right?

Come on down: Is inflation priced right?

A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.