in insights
Multi asset
Fed holds rates but signals hawkish bias
The Fed held rates steady, but signaled a more hawkish stance, with projections skewed towards further hikes and a stronger focus on ...
- Jun 26
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
- |
- Terence YT Lim
ESG insights
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