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CIO Views: Earnings strength implies correction, not crash

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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 ...

Unscripted: The Asia Tech Gap in Global Tech Portfolios button play

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Multi asset

Unscripted: The Asia Tech Gap in Global Tech Portfolios

Jun 26

Global tech portfolios are often seen as diversified, but a heavy ...

Asian bonds: Finding resilience amid higher inflation and slower growth

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Asian bonds: Finding resilience amid higher inflation ...

Jun 26

We are focused on generating resilient carry for portfolios and ...

Asia’s growth-inflation trade off intensifies

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Asia’s growth-inflation trade off intensifies

Jun 26 | Vis Nayar, Ray Farris, Viola Wang

Another week gone by with the promise of an Iran-US deal that ...

Is AI just another bubble in the making? button play

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Multi asset

Is AI just another bubble in the making?

May 26

Watch the video as Choon Keong Ong, Portfolio Manager shares three ...

Asia insights

Asian bonds: Finding resilience amid higher inflation and slower growth

in insights

Asian bonds: Finding resilience amid higher inflation ...

We are focused on generating resilient carry for portfolios and ...

  • Jun 26
Asia - Where AI is made

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Equity

Asia - Where AI is made

AI is widely perceived as a software and chips revolution led by ...

Assessing the sustainability of the current tech cycle

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Equity

Assessing the sustainability of the current tech cycle

AI capex is expected to remain elevated as hyperscalers are driven ...

ESG insights

Spotting transition leaders

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Equity

Spotting transition leaders

Transition leaders are strategic additions in a forward-looking ...

Engaging for Alpha

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Multi asset

Engaging for Alpha

Active engagement is a key alpha driver, enabling informed ...

Why it pays to get dirty

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Equity

Why it pays to get dirty

Companies in high-polluting industries are often undervalued due ...