For investors in Singapore
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
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.
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Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.
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.
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.
From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.
From the JHI Global Media Conference: The importance of building diversified portfolios to provide resilience.
While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.
Assessing the recent shift in tone in equity markets and the key themes driving volatility.
Jenna Barnard and John Pattullo, co-heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.
The complexities of the economic recovery have led to an ongoing push-pull in equity markets.