in insights
Multi asset
Q3 2025 Outlook: Tariffs, tensions, and a ticking clock
Tariff delays and exemptions helped the US economy outperform expectations in the first half of the year, but rising tariff collections and ...
- Jul 25
Asia insights

in insights
Equity
Tracking China’s corporate pulse
My trip to China had two goals: one to get a pulse-check on the ...
- Jul 25
- |
- Choon Keong Ong

in insights
Equity
China equities: Scaling the great wall of worries
MSCI China is up more than 30% in the last one year, demonstrating ...
- Jul 25

in insights
Multi asset
Engaging for Alpha
Active engagement is a key alpha driver, enabling informed ...
- Jul 25
- |
- Joanne Khew, Fabian Graimann
ESG

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

in insights
Fixed income
Income investing: Why Asian bonds?
With tariff headlines expected to lift market volatility in 2025 ...
- Mar 25
- |
- Rong Ren Goh