Skip to main content
- Funds
- My Account
Singapore, Institutional
Change
Showing
of
Insights Posts
Article
Multi-Asset Investment Outlook
To help think through the asset allocation outlook and implications for this year, we offer views from iStrat, our investment strategy and solutions group.
Article
2025-07-31
Article
4 min
Beyond the noise: Four key drivers of private credit opportunities
With recent negative headlines around private credit, we think it's crucial to move beyond the noise and explore the asset class's enduring trends like disintermediation, the convergence of public and private markets, and much more.
4 min
Article
2025-06-30
Bond Market Outlook
Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.
2025-06-30
Article
9 min
Beyond US large cap: Where now for equity investors?
How should investors navigate a narrow market? Looking ahead to the rest of the year, Macro Strategist Nicolas Wylenzek examines the structural backdrop and Equity Strategist Andrew Heiskell shares his view on equity opportunities to watch.
9 min
Article
2025-06-30
Article
7 min
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
7 min
Article
2025-06-30
Article
4 min
Investing in “3D”: Forces shaping alternatives opportunities in 2024
Multi-Asset Strategists Adam Berger and Nick Samouilhan offer six ideas from the hedge fund and liquid alternatives investment space, from global macro to multi-strategy approaches.
4 min
Article
2025-06-30
Article
7 min
8 emerging venture capital trends
We share eight of the themes driving venture capital markets in 2024, including capital efficiency, DPI, the IPO market recovery, and much more.
7 min
Article
2025-06-30
Article
Alternative Investment Outlook
This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
Article
2025-06-30
Article
Private Investment Outlook
In our private market outlook collection, we explore the themes driving the rapid evolution of private credit and private equity markets.
Article
2025-06-30
Article
5 min
Battle for the supply side of the economy: US election implications
Starkly different policy agendas from Biden and Trump are examined in terms of how they may affect the supply side of the US economy.
5 min
Article
2025-03-31
Article
4 min
Governments have been slow to reduce their fiscal deficits — it could cost them
Our expert explores the investment implications of continued excessive deficit spending by G7 countries.
4 min
Article
2025-06-30
Article
5 min
The revenge of the monetarists
Fixed Income Portfolio Manager Brij Khurana makes the case for a monetarist explanation for moderating inflation.
By
5 min
Article
2025-06-30
Article
Global Economic Outlook
Our macro strategists continue to expect that the interlinkages between countries, central bank policies, and market pricing will change, creating potentially attractive opportunities for active portfolio management and security selection.
Article
2025-06-30
Article
8 min
Thriving or surviving? The state of the US consumer and the economic implications
Macro Strategist Juhi Dhawan examines the condition of the all-important consumer, including the outlook for spending, the effects of inflation and prevailing interest rates, and the consequences for the overall economy.
8 min
Article
2025-06-30
Article
Trends and transformation distilled: Our 2024 outlook in brief
Our experts explore investment opportunities and risks for the year ahead.
Article
2025-02-28
Article
Our 2022 Alternative Investment Outlook looks at 5 areas of focus for the coming year and explores private equity markets and ESG opportunities.
Continue reading
Article
2022-12-31
Article
Our 2022 ESG & Sustainability Outlook previews our climate research and engagement approach for the coming year and offers investment strategy considerations.
Continue reading
Article
2022-12-31
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
Continue reading
2023-01-27
Article
Our fixed income outlook for 2022, examines our views on inflation and interest rates and the role central banks will play in the coming year.
Continue reading
Article
2022-11-15
URL References
Related Insights
Equity Market Outlook
In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.
Multiple authors