Focus
Focus is a thematic publication that analyses an investment opportunity.
Global autos: will opportuni [...]
The Global Equities team met with a number of auto original equipment manufacturers (OEMs) and suppliers on the sidelines of the recently-held 87th Geneva Auto Show – with rather mixed impressions fro [...]
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Flexible in fixed income
In the current environment of expected higher rates, investors’ first instinct is to shorten duration to minimise risk to their portfolios. [...]
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Macro uncertainty: keep calm [...]
Investing is often about timing, as it is difficult to make predictions. [...]
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We are Yield Hunters
According to our "Yield Hunters", it is not yet time to give up on fixed income, even in this era of negative rates. [...]
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Asset allocation: active man [...]
Although passive management still plays an important part in so-called “pure” (or single-asset class) strategies, such as US equities, there is an area where active management is returning to favour s [...]
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Upward slope: start rolling [...]
Amid long yields that would climb marginally higher but at a slower pace, and short-term yields that will stay below inflation in many developed countries, investors scarcely have a choice when it com [...]
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