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Insights
Expert views, diverse perspectives
Tap into deep local expertise with global insights designed to help you grow across borders.
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The five most popular and topical questions on equities
Just when the macro picture appeared to be clearer after the dovish rate…
09 Feb 2023
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How income investors can avoid falling returns on cash
Being proactive in adjusting portfolios can help investors to meet their…
17 Oct 2024
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Long-term opportunity in the Japanese yen
We believe markets expectations have now run ahead of reality The Japane…
31 May 2023
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The U.S. Dollar – the view after the fall
History and a review of the Dollar’s drivers argue the currency still ha…
13 Nov 2025
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Counting on the Chinese consumer
Our view on the communication services equity sector Following some exci…
23 Nov 2023
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Riding the US entertainment wave
Among the eleven sectors making up the US equity market, only one has se…
08 Jun 2023
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Don’t just wait for the lucky Dragon
A New Year is always a time to reflect on the previous year, what we mig…
21 Feb 2024
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Why it is worth looking beyond cash
The first month of a new calendar year is often a time when many of us p…
22 Jan 2024
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Asia ex-Japan equities taking up the baton
The market focus is now moving to Asia ex-Japan.
21 Aug 2025
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Soft-landing narrative challenged?
A hotter-than-expected US inflation report for January has raised doubts…
22 Feb 2024
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What to do with China equities?
A common topic clients brought up during this year’s annual outlook road…
25 Jan 2024
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Embrace volatility; find opportunities
Short-term market volatility can create opportunities.
25 Sep 2025
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Are investors underestimating upside risks to markets?
Three factors could drive the equity rally further, despite widespread c…
24 Jul 2025
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“Persistence of Memory” and the India market
We remain bullish on Indian bonds & equities on the back of structur…
18 Jul 2024
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Sustainable investing is no passing fad
Politics may shift, but the transition is here to stay.
27 May 2025
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What to do if the US dollar weakens?
The US dollar is expensive by some measures. Staying invested in a globa…
20 Feb 2025
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The benefits of being on vacation
Staying invested over the long run is often the best route to wealth gro…
22 Aug 2024
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Finding a haven in currency markets
While safe haven assets may not always be a key source of long-term retu…
21 Nov 2024