Discussing the topics that matter

As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.

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Asset Class - Equity
Asset Class - Fixed Income
Asset Class - Multi Asset
Asset Class - Private Markets
Critical commodities
House View & Outlooks
Investable Theme - Asia Now
Investable Theme - Diversification Re-Engineered
Investable Theme - Resilient Income
Investable Theme - The Age of AI Disruption
Macro
Sustainability

Resilient Income

Fixed Income Forward: August 2026

High yield bonds showed resilience during AI-led volatility. As rates, policy paths and growth cycles diverge, active investing comes into focus.

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Asia Now: From Emerging to Established

Asia macro update: three pressures shaping the outlook

Asia’s macro backdrop is becoming more challenging, but not uniformly so. This points to a more selective investment approach.

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Equity

Global Equity Compass: July 2026

Global equity markets continued to show resilience in June, with investors looking through geopolitical tensions and policy uncertainty to focus on robust economic data, supportive earnings and the long-term growth opportunities associated with artificial intelligence.

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Thematic Pulse

Heat – the new supply shock

El Niño is turning heat into a new supply shock, with the main investment implications in agriculture, water infrastructure and grid resilience as higher temperatures pressure food output, water loss and power systems.

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Diversification Re-Engineered

Find value in the AI stack

As AI’s investment opportunity broadens, finding value is becoming more important and more difficult. Our framework helps investors navigate the AI ecosystem layer by layer, testing where the investment case still holds, where bottlenecks are emerging and where pricing power and profits may concentrate.

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Income Focus

Should I invest in property or an income fund? Alexander’s dilemma

Alexander planned to rent out his parents' old apartment. But should he sell it and invest the proceeds in an income fund?

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How we invest sustainably

Digital resilience in the era of AI

As digital technologies become more embedded in the global economy, their resilience is becoming a critical investment issue. We see digital resilience as a shaper of long-term value creation.

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Resilient Income

Fixed Income Forward: July 2026

In a higher-for-longer environment, stable coupon income has re-emerged as the primary anchor of fixed income returns. Investment success will depend less on central bank forecasting and more on building portfolios resilient across a wide range of outcomes.

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