Monthly Highlights - august-2023

 


Interesting reads

Know more
equity

in insights

Equity

Has the Chinese economy bottomed?

20 Sep

There are tentative signs of stabilisation in the Chinese economy.

equity

in insights

Fixed income

Why it’s important to do your own ESG homework – a Credit Perspective

13 Sep

Visualising ESG issues holistically can reveal attractive opportunities in sectors ...

equity

in insights

Multi asset

Monthly Views September

12 Sep

Global equities declined in August and US 10-year Treasury yields rose. Global ...

equity

in insights

Equity

Maximising the opportunity set across Global Emerging Markets

07 Sep | Samuel Bentley

The beauty of the emerging markets is that there is no uniform narrative. The region ...

equity

in insights

Fixed income

The yield appeal of SGD bonds

23 Aug

Investors preference for high quality assets will benefit SGD bonds.

equity

in insights

Quantitative

From Euphoria to Volatility: Embracing resilience in an uncertain world

19 Aug | Chris Hughes , Michael (Xiaochen) Sun

“It was the best of times, it was the worst of times, it was the age of wisdom ...

equity

in insights

Equity

China: More stimulus on the horizon?

17 Aug

There is a rising urgency for Chinese policymakers to act more decisively to stabilise ...

equity

in insights

Quantitative

The need for multi-factor equity investing in dynamic markets

10 Aug | Jie Lu , Michael (Xiaochen) Sun

“The whole is greater than the sum of its parts” – Aristotle

equity

in insights

Equity

Japan: Are the stars aligned?

02 Aug | Ivailo Dikov , Oliver Lee

Japan equities are seeing the highest inflows in 20 years. Improving economic ...

equity

in insights

Multi asset

Monthly Highlights July 2023

26 Jul

Investors await the state of US corporates’ 2Q earnings.

This document is produced by Eastspring Investments (Singapore) Limited and issued in:

Singapore by Eastspring Investments (Singapore) Limited (UEN: 199407631H)

Australia (for wholesale clients only) by Eastspring Investments (Singapore) Limited (UEN: 199407631H), which is incorporated in Singapore, is exempt from the requirement to hold an Australian financial services licence and is licensed and regulated by the Monetary Authority of Singapore under Singapore laws which differ from Australian laws

Hong Kong by Eastspring Investments (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong.

Indonesia by PT Eastspring Investments Indonesia, an investment manager that is licensed, registered and supervised by the Indonesia Financial Services Authority (OJK).

Malaysia by Eastspring Investments Berhad (200001028634/ 531241-U) and Eastspring Al-Wara’ Investments Berhad (200901017585 / 860682-K).

Thailand by Eastspring Asset Management (Thailand) Co., Ltd.

United States of America (for institutional clients only) by Eastspring Investments (Singapore) Limited (UEN: 199407631H), which is incorporated in Singapore and is registered with the U.S Securities and Exchange Commission as a registered investment adviser.

European Economic Area (for professional clients only) and Switzerland (for qualified investors only) by Eastspring Investments (Luxembourg) S.A., 26, Boulevard Royal, 2449 Luxembourg, Grand-Duchy of Luxembourg, registered with the Registre de Commerce et des Sociétés (Luxembourg), Register No B 173737.

United Kingdom (for professional clients only) by Eastspring Investments (Luxembourg) S.A. - UK Branch, 10 Lower Thames Street, London EC3R 6AF.

Chile (for institutional clients only) by Eastspring Investments (Singapore) Limited (UEN: 199407631H), which is incorporated in Singapore and is licensed and regulated by the Monetary Authority of Singapore under Singapore laws which differ from Chilean laws.

The afore-mentioned entities are hereinafter collectively referred to as Eastspring Investments.

The views and opinions contained herein are those of the author, and may not necessarily represent views expressed or reflected in other Eastspring Investments’ communications. This document is solely for information purposes and does not have any regard to the specific investment objective, financial situation and/or particular needs of any specific persons who may receive this document. This document is not intended as an offer, a solicitation of offer or a recommendation, to deal in shares of securities or any financial instruments. It may not be published, circulated, reproduced or distributed without the prior written consent of Eastspring Investments. Reliance upon information in this document is at the sole discretion of the reader. Please carefully study the related information and/or consult your own professional adviser before investing.

Investment involves risks. Past performance of and the predictions, projections, or forecasts on the economy, securities markets or the economic trends of the markets are not necessarily indicative of the future or likely performance of Eastspring Investments or any of the funds managed by Eastspring Investments.

Information herein is believed to be reliable at time of publication. Data from third party sources may have been used in the preparation of this material and Eastspring Investments has not independently verified, validated or audited such data. Where lawfully permitted, Eastspring Investments does not warrant its completeness or accuracy and is not responsible for error of facts or opinion nor shall be liable for damages arising out of any person’s reliance upon this information. Any opinion or estimate contained in this document may subject to change without notice.

Eastspring Investments companies (excluding joint venture companies) are ultimately wholly owned/indirect subsidiaries of Prudential plc of the United Kingdom. Eastspring Investments companies (including joint venture companies) and Prudential plc are not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America or with the Prudential Assurance Company Limited, a subsidiary of M&G plc (a company incorporated in the United Kingdom).