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Discussing the topics that matter

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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          Achieving Sustainability

          COP 30 review – has the Belém tolled for COP?

          Despite promising initiatives, progress at COP 30 was eclipsed by deadlock over fossil fuels. It could be time for a reset of the conference's role.

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          by Matt Christensen | 4 days ago

          Navigating Rates

          Fixed Income Forward – December 2025

          We favour front-end US rates and longer-dated exposure in emerging market debt from the likes of Brazil, Peru, South Africa and Malaysia.

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          by Jenny Zeng , Georgios Georgiou | 5 days ago

          Equity

          How Best Styles can cultivate stronger investment harvests

          Best Styles is a systematic equity strategy that harvests risk premia for better investment results.

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          27/11/2025

          Embracing Disruption

          Battery technology

          Investors are increasingly aware of China’s growing dominance in electric vehicles (EVs). Yet while the headlines often focus on the volume of EV sales, the story of China’s rise to global leadership lies in large part “beneath the hood” – making the right bet on batteries.

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          by Albert Yuen , William Russell | 27/11/2025

          Navigating Rates

          Gold: the portfolio differentiator

          In the first in a series on the new key components of a diversified multi asset portfolio, we explore how global uncertainty is breathing new life into one of the oldest financial assets: gold. Why is gold becoming an essential element of multi asset portfolios and a powerful tool for diversification?

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          by Jingjing Chai | 26/11/2025

          Navigating Rates

          Outlook 2026: Navigate new pathways

          Resilient global growth, manageable inflation and the AI boom are keeping the economy buoyant, but changing market dynamics will demand different tools across a range of asset classes, public and private.

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          Impact Private Credit

          Investing beyond the bottom line

          Investors can help to address some of the global economy’s most pressing challenges through impact private credit, an emerging asset class focusing on a broader perspective of business value than profits to incorporate people and the planet.

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          by Diane Mak | 25/11/2025

          Embracing Disruption

          Opportunities in Asia tech amid the AI revolution

          As the global economy navigates macroeconomic and geopolitical landscapes that remain complex and uncertain, the Asian technology sector continues to innovate and grow.

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          by Stephen Chow , Sunil George | 12/11/2025

          Navigating Rates

          Systemic risk or isolated tremors? A credit market check-in

          Events in the US have shone a spotlight on non-banking lending. While we continue to monitor banks’ exposures closely, we believe the risks are manageable.

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          by Carl Pappo | 11/11/2025

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