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CIO Views: Relief rally masks a persistent shock

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CIO Views: Relief rally masks a persistent shock

The press reports that U.S. and Iranian officials have said they have agreed on a deal to end the war and reopen the Strait of Hormuz. If the deal ...

Why Japanese equities still offer compelling opportunities

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Equity

Why Japanese equities still offer compelling opportunities

Jun 26 | Ivailo Dikov, James Ying

While higher input costs may impact corporate earnings, Japan’s ...

CIO Views: Earnings strength implies correction, not crash

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CIO Views: Earnings strength implies correction, not crash

Jun 26 | Vis Nayar, Ray Farris, Viola Wang

The recovery in US employment we argued for several weeks ago has ...

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 insights

Why Japanese equities still offer compelling opportunities

in insights

Equity

Why Japanese equities still offer compelling opportunities

While higher input costs may impact corporate earnings, Japan’s ...

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 ...

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 ...