Monthly Highlights - November -2023

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2025 Market Outlook Asia and Emerging Markets:Opportunities amid shifting tides

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Outlook

2025 Market Outlook Asia and Emerging Markets:Opportunities amid shifting tides

28 Nov

How can investors capture opportunities amid shifting market dynamics?

Monthly Views November 2024

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Multi asset

Monthly Views November 2024

20 Nov

We expect global growth to continue to decelerate as the long and variable lags of ...

Red sweep: Implications for Asia and the Emerging Markets

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Multi asset

Red sweep: Implications for Asia and the Emerging Markets

06 Nov

A Republican sweep is expected to lead to increased tariffs, higher bond yields and a ...

Why invest in Global Emerging Market equities now?

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Equity

Why invest in Global Emerging Market equities now?

28 Oct | Samuel Bentley

The US Fed’s rate cutting cycles have historically correlated positively with the ...

Q4 2024 Outlook: Preparing for uncertainty ahead

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Multi asset

Q4 2024 Outlook: Preparing for uncertainty ahead

24 Oct

Eastspring’s Multi Asset Portfolio Solutions team anticipates a decelerating albeit ...

Monthly Views October 2024

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Multi asset

Monthly Views October 2024

16 Oct

The upcoming US presidential election poses a risk to the market, with higher ...

Not all durations are equal

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Fixed income

Not all durations are equal

09 Oct | Pierre-Julien Jandrain , Rong Ren Goh

Given that the Fed has begun easing rates, incorporating non-USD duration into bond ...

Low volatility: A remedy for the extremes?

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Quantitative

Low volatility: A remedy for the extremes?

02 Oct | Chris Hughes , Michael (Xiaochen) Sun

Recent events are a strong reminder that volatility spikes are likely to continue and ...

Is Beijing’s move a game changer?

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Multi asset

Is Beijing’s move a game changer?

26 Sep

China unveiled support for the property and stock markets, marking its first major ...

Building a holistic transition investing framework for capital markets

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Multi asset

Building a holistic transition investing framework for capital markets

23 Sep | Brandon Lam , Joanne Khew

A differentiated just transition investing approach is needed across countries ...

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