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Hong Kong (香港), Individual
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Video
3 min
Focus, flexibility and resilience:
Three portfolio ideas for 2H 2026
Watch Solutions Director Andrew Sharp Paul share three portfolio ideas for the second half of 2026, with a focus on quality equities, flexible fixed income, and diversifiers that may help build portfolio resilience.
3 min
Video
2027-07-31
Video
5 min
Rapid fire questions with Naveen Venkataramani on Asian quality dividends (Part 2)
Not all dividend stocks are created equal. Equity Portfolio Manager Naveen Venkataramani explains how the team identifies quality dividend companies across Asia, the high-conviction opportunities that stand out today, and the key risks on the horizon.
5 min
Video
2027-07-31
Video
3 min
Rapid fire questions with Naveen Venkataramani on Asian quality dividends (Part 1)
Equity Portfolio Manager Naveen Venkataramani shares why recent market movements may not tell the full story of Asia's investment opportunity set, and why quality dividend investing can be a compelling way to navigate the region.
3 min
Video
2027-07-31
Video
7 min
AI and quality income: A dual approach to Asian equities (AASTOCKS Interview)
In a recent AASTOCKS interview, Investment Strategist Steve Cheung outlined our view on Asian equities, highlighting the region’s rich opportunity set—from AI enablers and beneficiaries to quality dividend companies.
7 min
Video
2027-07-31
Video
4 min
Rapid fire questions with Steven Angeli on quality growth equities
Equity Portfolio Manager Steven Angeli shares his views on market concentration, the opportunities in quality growth equities, and the most attractive opportunities both within and beyond AI.
4 min
Video
2027-07-31
Video
11 min
Focus, flexibility and resilience: Top of mind for fixed income investors in Asia Pacific
In this video, Andrew Sharp-Paul, Solutions Director, APAC, speaks with Campe Goodman, Fixed Income Portfolio Manager, about why flexibility matters in fixed income investing. Campe explains how a flexible, multi-sector approach—spanning high yield, emerging markets, structured finance and more—can help build a more resilient portfolio.
11 min
Video
2027-05-31
Video
3 min
Rapid fire questions with Alistair MacDonald on Asia tech (Part 2)
In Part 2 of “Rapid fire questions” on Asia tech, Alistair MacDonald, Investment Strategist, outlines where opportunities and risks are most pronounced.
3 min
Video
2027-05-31
Video
3 min
Rapid fire questions with Alistair MacDonald on Asia tech (Part 1)
In Part 1 of the “Rapid fire questions” on Asia tech, Alistair MacDonald, Investment Strategist, explains why AI-driven pricing power is outweighing geopolitical noise for Asia tech, how Asia’s AI supply chain dominance is translating into earnings leverage, and why the region offers a differentiated, attractively valued complement to US mega-cap tech exposure.
3 min
Video
2027-05-31
Video
5 min
Rapid fire questions with Schuyler Reece on EM debt
In this edition of “Rapid fire questions,” fixed income portfolio manager Schuyler Reece shares his read on the evolving macro backdrop amid the Middle East conflict, why he remains constructive on emerging markets debt, and where he sees the most compelling opportunities and risks across hard currency, local debt and EM currencies.
5 min
Video
2027-06-30
Video
6 min
Focus, flexibility and resilience: Top of mind for asset allocators in Asia Pacific
In this video, Andrew Sharp-Paul, Solutions Director, APAC, shares three themes that are top of mind for clients in the region: where to focus portfolio risk, how to add flexibility within multi-asset portfolios, and ways to build resilience as volatility increases.
6 min
Video
2027-03-19
Video
5 min
Rapid Fire Questions with Campe Goodman - 1st Year of Trump 2.0
In this edition of “Rapid Fire Questions,” fixed income portfolio manager Campe Goodman shares his assessment on the first year of Trump 2.0, and perspectives on why he remains constructive on fixed income, and where he is finding attractive opportunities.
5 min
Video
2027-03-31
Video
3 min
Rapid Fire Questions with Ross Dilkes
In this edition of “Rapid Fire Questions,” fixed income portfolio manager Ross Dilkes shares his views on the Asia credit market—covering the macro outlook, China’s momentum, the most compelling opportunities across the region, and key risks shaping the next 12 months.
3 min
Video
2026-11-29
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
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
Video
4 min
Rapid Fire Questions with Philip Brooks (Part 2)
In part 2 of his “Rapid Fire Questions”, equity strategist Philip Brooks shares his views on 3 key questions, focusing on the topic of Quality and investible opportunities today in US and abroad.
4 min
Video
2026-07-31
Video
4 min
Rapid Fire Questions with Philip Brooks (Part 1)
In part 1 of his “Rapid Fire Questions”, equity strategist Philip Brooks shares his views on 3 key questions, focusing on market outlook and risks.
4 min
Video
2026-07-31
Video
4 min
Rapid Fire Questions with Campe Goodman
In this edition of “Rapid Fire Questions”, fixed income portfolio manager Campe Goodman shares his views on 4 key questions in this Q&A session.
4 min
Video
2026-05-31
Video
2 min
Rapid fire questions with Tim Manning
In this edition of our "Rapid Fire Questions with Portfolio Managers" video series, Tim Manning shares his views on 3 key questions on US equity market outlook.
By
2 min
Video
2025-12-31
Video
4 min
What's current in credit: November 2024
Connor Fitzgerald explores the impact of President Trump’s US election victory on credit markets. Where are the opportunities and risks for credit investors now?
4 min
Video
2025-12-31
Video
What do the US election results mean for investors?
The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.
Video
2025-11-30
Video
5 min
What's current in credit?
In this short video series, Fixed Income Portfolio Manager Connor Fitzgerald takes a look at what's current in credit. Given rather tight credit spread valuations, what is Connor's outlook for the next twelve months and where are the opportunities and risks now?
5 min
Video
2025-10-31
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