For investors in Singapore

Global Perspectives

Global Dividend Index

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

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

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

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Quality value in Europe: a change in direction for the new investment cycle
Quick Views Value Equities

Quality value in Europe: a change in direction for the new investment cycle

Is there a new dawn on the horizon for European value stocks?

Russia Ukraine market impact – a week on

Russia Ukraine market impact – a week on

A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.

Shifting markets spur a re-emergence of value

Shifting markets spur a re-emergence of value

As market dynamics shift, investors have begun to appreciate fundamentals again.

European equities: will inflation be transitory for longer?

European equities: will inflation be transitory for longer?

John Bennett, Director of European Equities, discusses growth versus value, whether he believes inflation will become more persistent and what this means for European equities.

When will fundamentals matter again?
Quick Views Value Equities

When will fundamentals matter again?

What market factors could encourage a return to fundamental-based investing?

Value resurgence?

Value resurgence?

Nick Sheridan, European value portfolio manager, explains why he expects value investing to return to the fore.

Consumer revenge – the next stage of the recovery in Europe

Consumer revenge – the next stage of the recovery in Europe

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.