For investors in Singapore

Global Perspectives

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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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.

Health care’s innovation shifts into high gear

Health care’s innovation shifts into high gear

Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.

Will the value rotation continue through a broader economic recovery?

Will the value rotation continue through a broader economic recovery?

Can value continue to lead through a broader economic recovery?

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.

Emerging Market Equities: Same Storm, Different Boats

Emerging Market Equities: Same Storm, Different Boats

The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.

Is There an Investment Case for Oil and Gas During the Energy Transition?
Quick Views Coronavirus

Is There an Investment Case for Oil and Gas During the Energy Transition?

Coming out of the global pandemic, oil and gas could see one more upcycle even as renewables gain market share.

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.

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.

COVID Variants: The Impact on Pandemic Trajectory, Biopharma Stocks

COVID Variants: The Impact on Pandemic Trajectory, Biopharma Stocks

Making sense of the latest developments around COVID-19 variants and what investors should consider now.

A step closer to a digital future

A step closer to a digital future

Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.

Multi-asset outlook 2021 – all change

Multi-asset outlook 2021 – all change

News of game-changing vaccines have heralded a dramatic change in expectations for markets and the economy in 2021. Paul O’Connor, Head of the UK-based Multi Asset Team, considers the rationale behind this optimism.

What’s next for U.S. large-cap growth equities?

What’s next for U.S. large-cap growth equities?

Portfolio Manager Doug Rao explains the current dynamic in large-cap growth equities and evaluates the outlook moving forward.