in insights
CIO Views: Earnings strength implies correction, not crash
The recovery in US employment we argued for several weeks ago has proven even stronger than what we had expected. This is driving Asian currency ...
- Jun 26
- |
- Vis Nayar, Ray Farris, Viola Wang
Asia insights
in insights
Equity
Why Japanese equities still offer compelling opportunities
While higher input costs may impact corporate earnings, Japan’s ...
- Jun 26
- |
- Ivailo Dikov, James Ying
in insights
Asian bonds: Finding resilience amid higher inflation ...
We are focused on generating resilient carry for portfolios and ...
- Jun 26
in insights
Equity
Asia - Where AI is made
AI is widely perceived as a software and chips revolution led by ...
- May 26
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- Terence YT Lim
ESG
in insights
Equity
Spotting transition leaders
Transition leaders are strategic additions in a forward-looking ...
- Sep 25
- |
- Joanne Khew, Fabian Graimann
in insights
Multi asset
Engaging for Alpha
Active engagement is a key alpha driver, enabling informed ...
- Jul 25
- |
- Joanne Khew, Fabian Graimann
in insights
Equity
Why it pays to get dirty
Companies in high-polluting industries are often undervalued due ...
- May 25
- |
- Joanne Khew, Fabian Graimann