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Balancing Act Monthly Insights: Global Multi-Asset (July 2025)

SHARE THIS Growth assets remain appealing, as we believe that global economic growth will stay resilient despite the ongoing uncertainties. In defensive assets, high yield stands out as it offers higher levels of return than traditional bonds while...

Harnessing Change-Monthly Insights: Asian Equity (June 2025)

SHARE THIS According to Wall Street lore, investors should “sell in May and go away”, but June's rally once again reduces the credence of this strategy. Still, the outlook remains uncertain despite improvements in terms of trade policy tensions and...

On the ground in Asia-Monthly Insights: Asian Fixed Income (June 2025)

SHARE THIS While credit fundamentals and decent demand-supply technicals are supportive, we are wary of trade and geopolitical re-escalation risks. We are therefore inclined to take a more cautious and defensive approach over the near term.

Navigating Japan Equities: Monthly Insights From Tokyo (July 2025)

SHARE THIS This month we assess how Japan losing its place as the world's largest creditor in fact underscores the country's transformation over the years; we also discuss the recent crude oil market disruptions from a Japanese market perspective.

Balancing Act Monthly Insights: Global Multi-Asset (June 2025)

SHARE THIS US exceptionalism has faded from view recently, supporting an exodus from US assets. However, our stance remains that the US is core to our investment thesis, allowing us to remain part of the secular growth trend in technology innovation...

On the ground in Asia-Monthly Insights: Asian Fixed Income (May 2025)

SHARE THIS We continue to believe that Asia's local government bonds are positioned to perform decently, supported by accommodative central banks amid an environment of benign inflation and moderating growth.

Harnessing Change-Monthly Insights: Asian Equity (May 2025)

SHARE THIS Markets, while volatile, have continued to recover, and we are now seeing an easing of trade tensions. However, in these uncertain times, one thing remains clear—uncertainty itself. The situation remains fluid, and against such a background...

Navigating Japan Equities: Monthly Insights From Tokyo (June 2025)

SHARE THIS We discuss how growing calls to reduce Japan's consumption tax rate provide a chance to focus on how consumption can be stimulated, potentially triggering a secular change in spending behaviour; we also assess the recent surge in super-long...

Balancing Act Monthly Insights: Global Multi-Asset (May 2025)

SHARE THIS In this month's Balancing Act we review Q1 corporate earnings, which have been more resilient than expected; from a defensive standpoint we also discuss our cautious view on gold.

On the ground in Asia-Monthly Insights: Asian Fixed Income (April 2025)

SHARE THIS Against a more challenging but still benign macroeconomic backdrop, we expect Asian corporate and bank credit fundamentals to stay resilient, aside from a few sectors and specific credits which may be affected by tariff threats or...

Harnessing Change-Monthly Insights: Asian Equity (April 2025)

SHARE THIS We can expect more aggressive policy support from Chinese authorities over the next several months for consumption and business activities, prompted by the still uncertain global trade situation. Despite the ongoing volatility and...

Active investing: insights from nearly 40 years of experience

SHARE THIS Our belief is that there are three key ingredients of success that active managers should deliver to make outperformance more likely: culture, philosophical path and process design.

Navigating Japan Equities: Monthly Insights From Tokyo (May 2025)

SHARE THIS While the “tariff crisis” may have clouded Japan’s economic outlook, the prospects are certainly not opaque as it may look to reduce the role of US exports. Trade tensions have also prompted the Bank of Japan to hold monetary policy steady,...

Balancing Act Monthly Insights: Global Multi-Asset (April 2025)

SHARE THIS One major “plotline” central to the recent series of tariff moves is the tense trade relationship between the US and China. In this issue, we will explore how Chinese bonds have historically offered defensive characteristics and their...

Harnessing Change-Monthly Insights: Asian Equity (March 2025)

SHARE THIS China’s focus on boosting domestic consumption as their top policy priority in 2025 sets a positive trajectory. The ability of individual countries to provide domestic stimulus is going to be crucial in limiting the impact of global growth...

On the Ground in Asia-Monthly Insights: Asian Fixed Income (March 2025)

SHARE THIS Against this more challenging but still benign macroeconomic backdrop, we expect Asian corporate and bank credit fundamentals to stay resilient, aside from a few sectors and specific credits which may be affected by tariff threats or...

Navigating Japan Equities: Monthly Insights From Tokyo (April 2025)

SHARE THIS The US tariff-induced turmoil could slow the pace of the Bank of Japan’s rate hikes, but the cycle of wages and prices, which has made the central bank confident about monetary tightening, is expected to remain intact over the longer term.