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11 min
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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.

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11 min
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2027-05-31
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3 min
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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.

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3 min
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2027-05-31
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3 min
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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.

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3 min
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2027-05-31
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5 min
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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.

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5 min
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2027-06-30
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6 min
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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.

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6 min
Video
2027-03-19
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5 min
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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.

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5 min
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2027-03-31
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3 min
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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.

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3 min
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2026-11-29
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5 min
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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.

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5 min
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2026-11-30
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3 min
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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.

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3 min
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2026-09-30
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4 min
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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.

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4 min
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2026-07-31
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4 min
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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.

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4 min
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2026-07-31
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4 min
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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.

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4 min
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2026-05-31
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2 min
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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.

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2 min
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2025-12-31
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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.

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2025-11-30
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5 min
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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?

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5 min
Video
2025-10-31
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