For investors in Singapore

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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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Sustainable equities: maintain focus on long term secular growth

Sustainable equities: maintain focus on long term secular growth

Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.

Versatility key in navigating new recovery challenges
Quick Views Coronavirus Volatility

Versatility key in navigating new recovery challenges

Investor versatility will be key as the economic recovery faces a fresh set of challenges.

It’s complicated

It’s complicated

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.

Amid growing uncertainty, investors should be proactive

Amid growing uncertainty, investors should be proactive

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 Importance of Diversifying U.S. Equities Through an Uneven Recovery

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.

The case for alternatives in a buoyant market

The case for alternatives in a buoyant market

After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.

The Market’s Tug-of-War: Outlook for U.S. Equities

The Market’s Tug-of-War: Outlook for U.S. Equities

From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.

Balancing opportunities and risks in a portfolio
Quick Views Volatility

Balancing opportunities and risks in a portfolio

From the JHI Global Media Conference: The importance of building diversified portfolios to provide resilience.

Forecasts can fall short; humility and diversity are key

Forecasts can fall short; humility and diversity are key

While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.

Markets shift their tone as economies reopen

Markets shift their tone as economies reopen

Assessing the recent shift in tone in equity markets and the key themes driving volatility.

Reflation train — arriving on time

Reflation train — arriving on time

Jenna Barnard and John Pattullo, co-heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.

The market’s tug-of-war

The market’s tug-of-war

The complexities of the economic recovery have led to an ongoing push-pull in equity markets.