Investment insights
by our thought leaders

Hear from our investment teams and portfolio managers as they provide insight to equity, fixed income, and multi-asset across developed and emerging markets. Our articles provide thought starters on key market trends, facilitating thought-provoking discussions that can help you make informed investment choices.

16 Insights
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Sustainability, Energy, Technology, Macroeconomics

Net Zero made in Asia

Peter Monson / Senior Portfolio Manager

Hear from Peter Monson, Co-Head of Asia ex Japan Equities, as he shares on Asia’s positioning in the world’s net zero ambition.

12 June 2023
3 min read
Trade, Macroeconomics, Consumer, Emerging Markets

Geopolitics unveiling opportunities in Asia

Eric Khaw / Senior Portfolio Manager

Eric Khaw, Senior Portfolio Manager of our Asian Equity team, discusses fundamental change taking place arising from geopolitical issues and the opportunities in Asia with a tense geopolitical backdrop.

12 June 2023
3 min read
Trade, Macroeconomics, Consumer, Emerging Markets

Consumption trends impacting China

Mohammed Zaidi / Investment Director

Mohammed Zaidi, Investment Director of our Asian Equity team, describes how consumers in the West and China are intertwined; the growing influence of Asian’s local brands & China’s competition for Foreign Direct Investments.

12 June 2023
3 min read

A fundamental change for AI?

Timothy Greaton / Senior Portfolio Manager

As the exponential growth of machine learning kicks in, we believe that big technology companies with the first mover advantage in AI and high-end manufacturers of AI-focused hardware and microprocessors, notably Asian players, are in a position of advantage.

17 May 2023
11 min read
Energy, Emerging Markets, Environment

Net zero made in Asia

Asian Equity Team

We believe that there are substantial rewards for those who are capable of driving the push for global decarbonisation. So, the question is: who is building the kit for the world's net zero ambitions? We believe that the answer, both now and well into the future, is Asia.

20 March 2023
16 min read
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