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As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.

outlook-and-commentary

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          Navigating Rates

          Tariffs latest: should investors be concerned?

          We think Donald Trump’s threat of 30% tariffs on EU imports could be negotiated lower, but investors may need to prepare for a period of market adjustment.

          Discover more

          by Christian Schulz | 4 days ago

          Navigating Rates

          Understanding US convertibles and why they’re attractive today

          Over 35-plus years, US convertibles have produced equity-like performance with lower volatility. Thanks to new issuance, the opportunity set has expanded.

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          by Ethan Turner | 10/07/2025

          Navigating Rates

          The art of avoiding defaults: why credit risk is crucial for bond investors

          In the first in a new series on fixed income investing techniques, we examine how bond investors can minimise the risk of defaults.

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          Navigating Rates

          “Big” fiscal risks?

          President Trump’s “big, beautiful bill” may boost consumer optimism – but will it lead to higher risk premia for US assets and a weaker dollar?

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          Transforming Infrastructure

          Five key themes for the decarbonization of infrastructure portfolios

          Strategies for decarbonizing infrastructure portfolios, emphasizing renewable energy, ESG integration, and private market investment opportunities.

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          Achieving Sustainability

          Sustainable investing: “taking the temperature”

          At the mid-point of 2025, we reflect on the first half and consider what sustainability priorities might occupy the rest of the year.

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          House View Q3 2025: Fear of going in?

          Tariffs and geopolitics may have unsettled investors – but rebounding financial markets might prompt a change of heart. Our House View guides investors as opportunities emerge.

          DISCOVER NOW

          30/06/2025

          Navigating Rates

          Fixed Income Forward: June 2025

          Global bond markets have stayed sanguine despite conflict in the Middle East, seeming mainly influenced by the direction of US monetary and fiscal policy.

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          Navigating Rates

          The decline of US exceptionalism in Asia?

          As the world’s largest net creditor, we think Asia is uniquely positioned to lead the next wave of capital diversification amid a waning belief in US exceptionalism.

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          by Jenny Zeng , Ze Yi Ang | 25/06/2025
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