For investors in Singapore
Market Impact: Russia/Ukraine
How markets are reacting to the conflict and what it means for investors
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
A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.
Subscribe for relevant insights delivered straight to your inbox
Investors should be mindful of how the future path of inflation can impact the economy, policy and financial markets.
Investor versatility will be key as the economic recovery faces a fresh set of challenges.
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as governments and central banks struggle to deal with a more complex tangle of macro influences.
Inflation, slowing growth, shifts in government policy and the Delta variant have combined to make this one of the most uncertain periods in recent memory for investors.
The current semiconductor shortage may be more pervasive and longer-lasting than many expect.
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.
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
Given fluctuating markets, it may be prudent to sharpen the focus on sources of risk and return within one’s portfolio.
While near-term risks exist, the trajectory of emerging markets remains on stable footing
Investors can no longer rely on “rising tides” lifting broad indices to deliver equity returns.
While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.
Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.