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.

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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Remember the benefits of bonds

Remember the benefits of bonds

Navigating a core bond portfolio in a rising rate environment.

Don’t fight the wave of rising rates, surf it

Don’t fight the wave of rising rates, surf it

Greg Wilensky discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise.

Harvesting higher yields in today’s bond markets

Harvesting higher yields in today’s bond markets

John Kerschner and Seth Meyer discuss the opportunities available in bond markets, despite rising interest rates.

Rising bond yields — a validation of recovery or a challenge?

Rising bond yields — a validation of recovery or a challenge?

The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.

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.

Giving Savers a Chance in Short-Duration Fixed Income

Giving Savers a Chance in Short-Duration Fixed Income

Negative real yields have punished savers for much of the past decade.

Reflation: Is this the real thing or just fantasy?

Reflation: Is this the real thing or just fantasy?

A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.

Real yields pulling on cable

Real yields pulling on cable

Portfolio manager Oliver Blackbourn gives his thoughts on recent sterling strength, outlining why he believes this environment may favour UK domestic-focused firms over those with global revenues.

No free lunch

No free lunch

Paul O’Connor, Head of the UK-based Multi Asset Team, responds to the planned $1.9 trillion fiscal stimulus from US President Biden’s new government, considering the implications for the US economy, monetary policy and the markets.

Building Robust Bond Portfolios in a Low-Rate World

Building Robust Bond Portfolios in a Low-Rate World

A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates.

Tempering expectations

Tempering expectations

While record-setting prices for riskier assets hint at better days ahead, Portfolio Manager Nick Maroutsos believes that a complete exit from the pandemic may take longer than expected, justifying continued monetary and fiscal hyper-accommodation.

Positioning for Higher Yields
Quick Views Interest rates

Positioning for Higher Yields

Assessing the risks and opportunities of higher government bond yields.