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Behind every innovative solution, every groundbreaking new idea, is a person who analyzed things in a different way. Our investors are encouraged to explore new ideas independently — looking at every opportunity from multiple angles and sharing their insights every day.
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Chart in Focus: Inflation upends typical correlations
Fixed income expert Noah Atlas highlights how higher inflation expectations are disrupting stock-bond diversification and influencing portfolio construction.
Chart in Focus: Gold and oil, beyond the basket
Our experts explore how investors can rethink diversification, inflation hedging, and portfolio roles beyond a single commodities trade.
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.
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.
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.
Chart in Focus: how is equity market leadership changing?
Equity market leadership is changing in 2026 as sector rotation broadens beyond technology and communication services. This insights piece looks at how the Iran conflict, energy prices, market breadth and earnings resilience are shaping the global equity outlook. It also covers which sectors are leading, where risks are building and what to watch next in global stock markets.
Asian credit: A market you don’t want to miss?
Discover the untapped potential of Asian credit markets. With growing economic independence and robust financial systems, Asia offers compelling opportunities for fixed income investors seeking stability and growth.
Iran ceasefire – risk deferred, not removed
The US and Iran have announced a two-week ceasefire. While this reduces immediate tail risk, Geopolitical Strategist Thomas Mucha cautions against mistaking it for a resolution. What should investors be watching now?
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.
Three ways to reset credit portfolios for a more volatile world
Our experts, Fixed Income Portfolio Managers Campe Goodman and Rob Burn, and Investment Director Raina Dunkelberger, explore how to reset credit portfolios for a more volatile world.
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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