News and insights
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India fixed income opportunities amid rate cut cycle
In this video, our investment experts discuss the latest developments impacting the India fixed income market, including the easing cycle, currency movements and foreign inflows.14 April 2025 -
Indian equities – spotting opportunities amidst global uncertainties
This article discusses the recent correction in Indian equities and the outlook for earnings growth. It also explores the diversification benefits of the asset class and its key long-term structural themes such as advanced manufacturing, infrastructure development, discretionary spending, and digitalization.14 April 2025 -
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Multi-Asset Insights
A Catch-Up Case for European Equity and a Deep Dive into the Quality Factor10 April 2025 -
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Chinese equity – spotlight on innovation driven themes
In this article, our investment experts delve into the investment themes of AI, robotics, healthcare and electric vehicles.01 April 2025 -
Asia credit opportunities: Resilience and diversification
Asia’s favourable macro dynamics and attractive valuations make Asia credit a relatively compelling investment option against a backdrop of market volatility and growing uncertainties. Alfred Mui, Head of Asia Fixed Income Investment Management, discusses further in our latest video.31 March 2025 -
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Thematic Investment Insights
Are SDGs the right yardstick for portfolio sustainability outcomes?21 March 2025 -
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