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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
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
Article
4 min
Is all that glitters still gold?
Gold has delivered impressive gains thus far in 2025, but what does that say about market risks and the recent strong returns of stocks? Multi-Asset Strategist Nanette Abuhoff Jacobson offers her take on the precious metal and the case for diversification in today’s market.
4 min
Article
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
5 min
How a changing Europe is reshaping credit markets
Portfolio Managers Derek Hynes and Konstantin Leidman explore how a changing Europe is reshaping the region's credit markets and identify key takeaways for investors.
5 min
Article
2026-09-30
Article
2 min
Chart in Focus: Are today’s equity returns too high?
In this edition of Chart in Focus, we examine the strength of markets so far this year, placing it in historical context.
2 min
Article
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
Article
4 min
Twilight zone: how to interpret today’s uncertain macro picture
Macro Strategist John Butler and Investment Director Marco Giordano explore how to interpret today’s uncertain macroeconomic picture and its key implications.
4 min
Article
2026-09-30
Infographic
2 min
Chart in Focus: Are higher valuations justified?
Since Liberation Day, a clearer picture on tariffs has begun to emerge and markets have rallied in response. In this edition of Chart in Focus, we revisit cross-asset valuations and examine if the higher valuations are justified.
2 min
Infographic
2026-08-31
Article
6 min
(Re)emerging markets: 10 reasons for optimism
Our experts identify 10 reasons why now may be the time for investors to reconsider emerging markets.
6 min
Article
2026-09-01
Article
4 min
China’s changing: Why you should be watching
Macro Strategist Johnny Yu discusses structural shifts in China impacting global investment dynamics. notably diminished importance of the property sector and collapse of imports.
4 min
Article
2026-08-31
Infographic
2 min
Chart in Focus: Is growth investing still dominating?
Growth isn't global? In this edition of Chart in Focus, we compare the performance of value vs. growth stocks globally, highlighting the contrast by region, and in turn explore the implications for style investing.
2 min
Infographic
2026-07-31
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
Infographic
2 min
Chart in Focus: Did you miss out on the market bounce back in April?
Did you miss out on the market bounce back in April? In this edition of Chart in Focus, we look at market turnaround following the Liberation Day correction, highlighting the consequences of not having stayed invested.
2 min
Infographic
2026-06-30
Article
3 min
InvestorExchange: Tariffs, Treasuries, and taxes — What comes next?
Fixed income portfolio manager Connor Fitzgerald joins host Amar Reganti to discuss the potential effects of tariffs and other fiscal decisions on the bond market.
3 min
Article
2026-06-30
Article
3 min
InvestorExchange: Credit investing amid today's volatility
Host Amar Reganti talks to Campe Goodman about what's next for bond markets and how investors may be able to navigate today's volatility.
3 min
Article
2026-05-31
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
Article
7 min
Europe: a good hunting ground for high yield?
With attractive yields and a low duration profile, high yield can present potentially compelling opportunities for investors, despite the continued volatility.
7 min
Article
2026-05-31
Article
6 min
Credit: the power of flexibility in an uncertain world
Uncertainty in credit markets can create opportunities for investors, provided allocations are flexible enough to benefit. But how can investors balance flexibility with discipline?
6 min
Article
2026-04-30
Article
8 min
Making the most of the new economic era’s bright spots
Despite uncertainty, there are important factors supporting a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.
8 min
Article
2026-05-31
Article
5 min
Four investment perspectives on Trump’s first 100 days
Four of our experts across fixed income and equity share their asset-class level insights on the first 100 days of the current Trump administration and analyze the implications for investors.
5 min
Article
2026-04-30
Article
6 min
Chart in Focus: Patience is power — stay invested through volatility
What does a higher VIX mean? In this edition of Chart in Focus, we explore the historic performance of the global equity market after large bouts of volatility, and the investment implications for equity and fixed income investors amid the US tariff turmoil.
6 min
Article
2026-04-30
Article
3 min
Fiscal versus tariffs: what wins out for Europe?
Just as investors were starting to explore the potential for growth in Europe, Trump’s tariffs landed. To what extent is the case for Europe still intact?
3 min
Article
2026-04-30
Article
6 min
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.
6 min
Article
2026-04-30
Article
3 min
What do tariffs mean for portfolios?
Tariffs exceeded market expectations. Now what? Expect short-term volatility, identify concentrations and consider using sell-offs as an entry point to diversify across regions and styles, says Nanette Abuhoff Jacobson, Global Investment and Multi-Asset Strategist.
3 min
Article
2026-05-31
Article
7 min
How stewardship can bring perspective amid uncertainty
Portfolio Managers Yolanda Courtines, Sam Cox, Investment Director Alex Davis and Investment Specialist Fred Owens-Powell examine how a stewardship perspective can help equity investors uncover opportunity amid uncertainty.
7 min
Article
2026-05-31
Article
4 min
The power of local perspective: the rewards of a contrarian approach to European equities
Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.
4 min
Article
2026-03-31
Infographic
3 min
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.
3 min
Infographic
2026-02-28
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
Article
8 min
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.
8 min
Article
2025-11-30
Article
4 min
What does Trump's US election win mean for bond investors?
During the week of US election, Paul Skinner interviews Connor Fitzgerald, Fixed Income Portfolio Manager, on the market implications and his portfolio positioning following the presidential election results.
4 min
Article
2025-11-30
Article
6 min
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.
6 min
Article
2025-10-31
Article
8 min
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?
8 min
Article
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
Article
6 min
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.
6 min
Article
2025-09-30
Infographic
3 min
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?
3 min
Infographic
2025-09-30
Article
3 min
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)
3 min
Article
2025-09-30
Article
6 min
Four investment perspectives amid a pivotal US election
How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.
6 min
Article
2025-09-30
Article
3 min
Japan’s tech sector: Time for a reboot?
Japan's semiconductor industry has revived global interest in Japan's tech ecosystem. But we believe the dynamism of Japan's tech sector today doesn't start and end with electronics and semiconductors.
3 min
Article
2025-09-30
Infographic
3 min
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.
3 min
Infographic
2025-07-31
Article
5 min
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.
5 min
Article
2025-07-31
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