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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 risks and opportunities ahead.

Global Dividend Index

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

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Finding Value in Each Other: Active Collaboration in Stock and Bond Analysis

Finding Value in Each Other: Active Collaboration in Stock and Bond Analysis

Assessing the benefits of active collaboration in stock and bond analysis.

2021 — in a word: recovery

2021 — in a word: recovery

Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that we should keep one eye on inflation and inflation expectations.

A positive backdrop for US equities

A positive backdrop for US equities

Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.

Options market warms to divided government
Quick Views Elections Volatility

Options market warms to divided government

The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.

Equity markets price in uncontested election

Equity markets price in uncontested election

U.S. stocks have climbed in recent weeks on optimism that the U.S. election will have a clear outcome on (or shortly after) Nov. 3.

Low Rates vs. U.S. Election: What Matters for Fixed Income?

Low Rates vs. U.S. Election: What Matters for Fixed Income?

Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.

Fundamentals before politics: The outlook for stocks and bonds through the election
Quick Views Elections Volatility

Fundamentals before politics: The outlook for stocks and bonds through the election

Long-term market factors may prove to be more important for investors than short-term election uncertainty.

Business model investing: opportunity amid crisis

Business model investing: opportunity amid crisis

U.S. equities Portfolio Manager Nick Schommer discusses the importance of durable, competitively advantaged business models amid a disrupted economic environment.

Looking past election volatility

Looking past election volatility

Director of Research Matt Peron says that while the 2020 U.S. presidential race could create volatility for stocks, such pullbacks are often based on fear, not long-term fundamentals.

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

A look at the future of the ACA following the passing of Supreme Court Justice Ruth Bader Ginsburg and what it means for health care stocks.

Rising political risk fuels uncertainty
Quick Views Elections Volatility

Rising political risk fuels uncertainty

With uncertainty hanging over the U.S. election, it may be prudent for bond investors to stay diversified and keep risk levels in check.

In Charts: US stock performance during past presidential elections

In Charts: US stock performance during past presidential elections

Looking at the returns of the S&P 500® Index during past U.S. presidential election periods and what could happen in 2020.