News and insights
Discover our latest news, views and analyses
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Five insights in five minutes
Five in Five: returns, China tech, European cyclicals, gold, ESG15 January 2021Tags: Five in five -
Five insights in five minutes
Five in Five: Happy new year, US yields, rising yuan, congress, Brexit08 January 2021Tags: Five in five -
Global Fixed Income Strategic Forum - Views and Insights
Fixed Income Insight07 January 2021Tags: Markets -
Investment Event - Democrats set to control Senate
US Democratic Party set to win Senate. If victory is confirmed, the President-elect would have more scope to enact his fiscal and regulatory agenda06 January 2021, 5 minutesTags: Macro commentary -
Investment Event - EU and China agree CAI deal
After seven years of talks, the Comprehensive Agreement on Investment (CAI) aims to create a better balance in the EU-China trading relationship05 January 2021, 5 minutesTags: Macro commentary -
Asia multi-asset high income – Lower, no longer
This video explains the attractive characteristics of our Asia multi-asset high income strategy and why investors should consider this strategy to capitalise on Asian growth.04 January 2021 -
Investment Monthly - January 2021
After the fast rally in 2020, and with lower prospective risk-adjusted returns for a range of asset classes, allocating to equities still makes sense.04 January 2021, 20 minutesTags: Macro commentary -
Five insights in five minutes
Five in Five: Toys, pivots, rare whisky, Christmas trees, dining-out28 December 2020 -
Investment Event - UK and EU strike Brexit deal
The deal preserves tariff-free EU-UK trade for goods, and also covers issues such as security co-operation24 December 2020, 5 minutesTags: Macro commentary -
Investment Event - US fiscal deal
US leaders strike a deal on USD900bn package21 December 2020, 7 minutesTags: Macro commentary -
Macro Insight - Markets lead economic recovery
Markets lead economic recovery21 December 2020, 7 minutesTags: Macro commentary -
Asia high yield: Standing tall in a low yield world
Asian high yield bond markets have attracted strong flows in 2020 despite the challenging global environment. Watch this video to learn why Asia high yield continues to stand out as an asset class, particularly as the “lower-for-longer” scenario persists.18 December 2020 -
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Five insights in five minutes
Five in Five: Equity rebound, China, IPOs, 5G Asia, index exclusions11 December 2020Tags: Five in five -
Evolving Asia: a multi-thematic approach
In this video, Sanjiv Duggal, Head of Asian equities, and Alexander Davey, Senior Product Specialist, describe the three mega trends behind Asia’s transforming economy and explain how to identify and access opportunities amidst the shifting investment landscape in Asia and around the globe.10 December 2020 -
Asia outlook: Recovery 2021
After a wild ride in 2020, Renee Chen, Senior Investment Strategist, shares her 2021 outlook on the economic recovery in Asia.09 December 2020Tags: Outlook -
Asia in charts: Opportunities in a post-pandemic new normal
View this brochure for a series of charts on the economic outlook for Asia in 2021 as well as the investment opportunities in Asian equities and fixed income.08 December 2020 -