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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Optimism for a renewed focus on fundamentals in small- and mid-cap growth

Optimism for a renewed focus on fundamentals in small- and mid-cap growth

Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.

Signs of a Renewed Appreciation for Sustainable Growth in 2021

Signs of a Renewed Appreciation for Sustainable Growth in 2021

Portfolio Manager Brian Demain explains why we could see a renewed appreciation for moderately valued, sustainable growth companies in the mid-cap market.

Value rotation represents a style change for 2021

Value rotation represents a style change for 2021

Portfolio Manager Luke Newman highlights the distinct challenges the pandemic posed in 2020 and considers the prospects for absolute return in the months ahead.

Global Perspectives: Are we in a sweet spot for credit investing?

Global Perspectives: Are we in a sweet spot for credit investing?

A far-reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.

Reaching for normal: The Outlook for 2021

Reaching for normal: The Outlook for 2021

Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.

How the return to “Normal” could reshape markets

How the return to “Normal” could reshape markets

Options prices signal that the global economy’s reopening could mark the beginning of a shift in long-term market trends, says Head of Global Asset Allocation Ashwin Alankar.

Technology fuels long-term growth prospects for manufacturing

Technology fuels long-term growth prospects for manufacturing

While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.

Credit light cuts through the income darkness

Credit light cuts through the income darkness

Jenna Barnard and John Pattullo explain how credit markets navigated COVID with relative ease and why corporate bonds remain in the sweet spot for 2021.

Sustainable equities: the future is green and digital

Sustainable equities: the future is green and digital

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.

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.

A mostly benign outlook for U.S. inflation

A mostly benign outlook for U.S. inflation

Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.

COVID-19 vaccine beats expectations

COVID-19 vaccine beats expectations

How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.