Singapore, Individual

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A theme is not an index

Andrew Sharp-Paul, Investment Director

JUNE 2021

Fixed Income

Showing of 5 Insights Posts
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Inflation Equity Fixed Income Multi-Asset General China
Five investment essentials for a post-pandemic world
As the world “gets back to business” in 2022, a cautiously optimistic outlook seems warranted. For investors, it may be a year to think thematically.
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event November 2021
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Inflation Macro and market Multi-Asset Equity Fixed Income
Investing amid the great inflation debate
The global economy is recovering and supporting the performance of risk assets, but rising inflation is a bogeyman now. Global Investment Strategist Nanette Abuhoff Jacobson and Investment Strategy Analyst Daniel Cook offer thoughts on how investors might navigate this mixed picture.
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event August 2021
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Emerging markets Inflation Equity Opportunities and risks Fixed Income
EM inflation has arrived, but will it stick around?
Emerging markets inflation has been top of mind for many investors lately. Macro Strategist Gillian Edgeworth, Equity Portfolio Manager Jamie Rice, and Fixed Income Portfolio Manager Michael Henry consider the outlook going forward and potential market implications.
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event June 2021
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Fixed income | Credit Macro and market Fixed Income
Getting the balance right in today’s high-yield market
Our high-yield team assesses how to navigate today’s high yield market at a time of major spread compression.
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event June 2021
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Inflation Fixed Income USA
No way out? Why the Fed may be trapped
Shifting inflation dynamics could box the Fed into a corner and test its resolve going forward. Fixed Income Portfolio Manager Brij Khurana takes a closer look and considers the investment implications.
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event June 2021