- Equity Portfolio Manager
Asset classes
Hong Kong (香港), Individual
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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed.
We’re finding many ideas across the US equity market and building a disciplined and balance portfolio to get through any macroeconomic outcome
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Insights Posts
Article
3 min
The power of Asia’s dividends
Discover Asia’s quality dividend potential. With diverse income sources, structural tailwinds, and governance reforms at play, Asia offers a compelling mix of income, resilience, and long-term growth potential.
3 min
Article
2026-12-31
Article
7 min
Low tide, sharp eyes: What to pick up
Fixed Income Managers Campe Goodman and Rob Burn share their outlook for credit in 2026 and discuss how investors can reposition for an environment where opportunities are harder to find.
7 min
Article
2026-11-03
Article
5 min
Practical portfolio considerations for a new economic age
Solutions Director Andrew Sharp Paul explores practical portfolio considerations for a new economic age, focusing on quality equities, discerning bonds, and local APAC opportunities.
5 min
Article
2026-12-31
Video
5 min
Rapid Fire Questions with Philip Brooks on Asian equities
In this edition of “Rapid Fire Questions,” Philip Brooks, investment director and equity strategist, answers key questions on Asian equities—exploring the structural drivers of the asset class, the traits of quality businesses, and the most compelling quality dividend opportunities today.
5 min
Video
2026-11-30
Infographic
2 min
Chart in Focus: Is the Fed rate cut positive for risk?
In this edition of Chart in Focus, we examine how the Fed’s long-awaited interest rate cut may influence risk assets.
2 min
Infographic
2026-10-30
Infographic
2 min
Chart in Focus: What do higher long-end yields mean?
Long-end yields have climbed on concerns over structural growth and fiscal expansion. In this edition of Chart in Focus, we explore how shifting yield curves are reshaping opportunities across asset classes.
2 min
Infographic
2026-09-30
Article
4 min
The long-term rewards of a contrarian approach to European equities
Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why viewing European equities through a contrarian lens could help investors to uncover long-term opportunities in a rapidly evolving Europe.
4 min
Article
2026-10-31
Infographic
2 min
Chart in Focus: Fed rate cuts resume — What’s next for investors?
In this edition of Chart in Focus, we explore the Fed’s return to rate cuts after a strategic pause. We examine how this move, alongside diverging central banks paths, could shape the outlook for risk assets.
2 min
Infographic
2026-09-30
Video
3 min
Rapid Fire Questions with Tim Manning
In this edition of “Rapid Fire Questions,” equity portfolio manager Tim Manning offers his views on rates, fiscal policy, tariffs, and AI — and shares why he remains constructive on the US equity market.
By
3 min
Video
2026-09-30
Article
2 min
Chart in Focus: Where are rates headed?
In this edition of Chart in Focus, we take a look at where rates have been headed and potential implications moving forward.
2 min
Article
2026-09-29
Article
2 min
Chart in Focus: Earnings upgrades fueled the recent US equity market rally
Where are earnings heading? In this edition of Chart in Focus, we address the recent uptick in earnings expectations and its potential impact on equity returns.
2 min
Article
2026-08-31
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