Client objective

event April 2025

6 min

Article

2026-04-30

Active management Growth Equity Wealth Program Article

There is more than one way to approach growth equities

Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities amid heightened uncertainty and volatility.

Multiple authors

event April 2025

6 min

Article

2026-04-30

Chart in Focus Quality Inflation Wealth Program Infographic

Chart in Focus: Can quality hedge against inflation?

Can Quality hedge against inflation？ In this latest edition of Chart in Focus, we explore the historic outperformance of high-quality stocks and bonds during periods of high inflation, perhaps offering lessons should inflation surprise to the upside in 2025.

Multiple authors

event February 2025

3 min

Infographic

2026-02-28

What's current in credit Government bonds Asset allocation Content CoE Program Global Program Total return Fixed income Article

Turning tides for US Treasuries

Uncover the case for US Treasuries in fixed income portfolios against the current market backdrop.

By

Schuyler Reece, CFA

event February 2025

3 min

Article

2026-02-28

Active management Equity Macro and market Advised Retail Program Growth Video

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

Tim Manning

event December 2024

2 min

Video

2025-12-31

Income Equity Fixed income Content CoE Program Global Program iStrat Economic cycle Portfolio strategy Outlook Article Tactical allocation

Is your portfolio keeping pace with the changed outlook?

It's been an uncertain few years for investors, but looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?

By

Jeremy Butterworth

event December 2024

8 min

Article

2025-12-31

Helicopter view of the New York City skyline and the The Trump Building in Lower Manhattan, New York.

Chart in Focus Elections Asset allocation Advised Retail Program Diversification iStrat Tactical allocation Infographic

Chart in Focus: Is the “Trump trade” real?

Is this "Trump trade" real？In this latest edition of Chart in Focus, we compare market's reactions to Trump's re-election and his 2016 election, and share our observations.

Multiple authors

event November 2024

3 min

Infographic

2025-11-29

Active management Income Volatility Wealth Program Fixed income Credit Article

Time for bond investors to take the wheel?

Volatility makes bond investing less straightforward, but it can also create opportunities, provided investors are in a position to "take the wheel" in order to capitalise on them.

By

Jonathan Tan, CFA

event November 2024

8 min

Article

2025-11-30

Chart in Focus Growth Equity Advised Retail Program Market commentary iStrat Tactical allocation Infographic

Chart in Focus: Can this equity bull market last?

Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.

Multiple authors

event November 2024

3 min

Infographic

2025-11-30

Total return Fixed income Credit Wealth Program USA Article Industrials

Are bond investors ready for a US industrial revolution?

Portfolio Manager Connor Fitzgerald discusses why bond investors should ready themselves for a potential US industrial revolution and shares his perspective on how to reposition portfolios for such a scenario.

By

event October 2024

6 min

Article

2025-10-31

Active management Growth Equity Wealth Program Article

Quality growth — a less volatile sweet spot?

Growth stocks can be volatile, especially when companies fail to meet expectations. However, high-quality growth companies can help mitigate downside risk while still offering potential for long-term outperformance. How can investors find the sweet spot?

Multiple authors

event October 2024

8 min

Article

2025-11-30

Americas Total return Credit Wealth Program Fixed income Wealth Video

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?

By

event October 2024

5 min

Video

2025-10-31

USA Growth Elections Wealth Program Equity Volatility Article

An active investor’s guide to growth equities

Our experts offer their view on the current economic environment, explore best practices for investing in high-quality growth equities, and highlight where they see opportunity now.

Multiple authors

event September 2024

6 min

Article

2025-09-30

Active management Equity Macro and market Wealth Program USA Emerging markets Growth Wealth Chart in Focus iStrat Tactical allocation Infographic

Chart in Focus: The need to differentiate market growth from macro growth

Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?

By

Alex King, CFA

event September 2024

3 min

Infographic

2025-09-30

Active management Growth Equity Wealth Program USA Portfolio strategy Article

Capturing Quality Growth opportunities in US equities driven by "3D" forces

The U.S. stock market has regained focus due to the AI boom, and with the upcoming election this year, how can one position themselves to seize opportunities? We believe that the U.S. stock market will be driven by ‘3D’ market dynamics. Investors should consider strategies that carefully select high-potential businesses or quality companies to capture attractive opportunities. (Only available in Chinese)

event September 2024

3 min

Article

2025-09-30

Income Fixed income Interest rates Wealth Program Asia advised retail Credit Wealth Wealth Chart in Focus Infographic

Chart in Focus: Four key areas of opportunities in bonds amid Fed uncertainty

We discuss four key areas of opportunities in fixed income amid Fed uncertainty in the second half of the year.

By

Amar Reganti

event July 2024

3 min

Infographic

2025-07-31

Active management Growth Equity Macro and market Advised Retail Program Asia advised retail USA Wealth Chart in Focus iStrat Tactical allocation Infographic

Chart in Focus: Broadening earnings growth signals healthy US equity market

Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly. Can this signal more upside for the entire US equity market?

By

Alex King, CFA

event July 2024

3 min

Infographic

2025-07-31

USA Total return Credit Wealth Program Fixed income Wealth Volatility Article

Time for credit selection to shine

Fixed income investors continue to seek answers to an era of volatile rates. Large, static exposures to credit markets no longer cut it. Instead, a nimble and dynamic approach is more likely to create resilient and consistent total return outcomes.

By

event July 2024

5 min

Article

2025-07-31

Fixed income Interest rates Outlook Income Credit EM debt Government bonds High yield Investment grade Article

Capitalizing on rate shifts: Parsing opportunities in the second half

Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti discuss how to capitalize on potential rate shifts in the second half of the year

By

Amar Reganti

event June 2024

7 min

Article

2025-06-30

Income Total return Credit Fixed income Active management Client objective Article

Reframing fixed income portfolios: why bond maths makes the difference

It is easy to understand why fixed income investors tend to focus on yields. But investors who focus too much on yield may run the risk of overpaying for income and underestimating the impact of price volatility.

By

event June 2024

5 min

Article

2025-06-30

Active management Total return Credit Income Fixed income Article

Looking beyond yield: Rethinking the approach of fixed income investing

Investors face a new regime, challenging traditional assumptions about returns and volatility. With central bank interventions impacting credit markets, it’s time to rethink income allocations. Rather than fixating solely on yield, consider a dynamic approach, presented by Connor Fitzgerald.

By

event May 2024

5 min

Article

2025-05-31

Active management Interest rates Credit Inflation Income Growth Tactical allocation Fixed income Article iStrat

New era demands a nimble approach to credit

Our expert explains why deep research and an active approach are effective ways for fixed income investors to uncover credit opportunities in today's market.

By

event May 2024

5 min

Article

2025-05-31

Income Multi-asset Tactical allocation Article iStrat program Macro and market iStrat

Income: the hard worker in your portfolio deserves more credit

Income from cash is good but income from bonds is better. In a less certain macro environment, Nick Samouilhan thinks the case for income only gets stronger. How can investors make the most of the opportunities?

Multiple authors

event April 2024

5 min

Article

2025-04-30

Outlook Income Economic cycle Fixed income program Portfolio construction Fixed income Credit Distribution Asia advised retail Quick Take

Chart in Focus: Compelling opportunities in four higher-yielding credit sectors

Portfolio Managers Campe Goodman and Rob Burn share insights on where they are seeing compelling opportunities in high-yielding credit sectors.

By

Rob Burn, CFA

event March 2024

Quick Take

2025-03-11

Outlook Asia Macro and market Macro Income Equity Multi-asset Fixed income Distribution Asia advised retail Article

Three ways to elevate your portfolio in 2024

As a new investment era takes shape, where should investors focus their attention in 2024? For multi-asset strategist Nick Samouilhan, three areas are top of mind: higher yields, the importance of stock selection and how to position for structural change.

By