Bonds

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Multi-Asset

25JUN 2019

Our multi-asset investment views for June 2019

This month's asset allocation update includes a number of upgrades in the government bond space, as well as upgrades to the US dollar and Japanese yen.

2019

JANUARY

11JAN 2019

Fixed Income

Why we see income opportunities emerging in Asian corporate bonds

Market turbulence has produced attractive income opportunities in Asian corporate bonds against a still positive economic backdrop in the region.

07JAN 2019

Multi-Asset

Quarterly markets review - Q4 2018

A look back on markets in Q4 when global equities suffered steep declines amid persistent worries over trade and economic growth.

2018

DECEMBER

19DEC 2018

Equities

Why 2019 might be a better year for investors

After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.

18DEC 2018

Fixed Income

Outlook 2019: Asian bonds

We expect that the US dollar’s strength should fade in 2019 as the pace of US rate hikes begins to slow, which will ease the pressure on Asian bonds next year.

16DEC 2018

Fixed Income

Outlook 2019: Global convertibles

Convertible bonds currently appear fairly defensive relative to history with valuations looking particularly attractive in Asia.

13DEC 2018

Fixed Income

Outlook 2019: Global credit

Valuations have become more attractive and fundamentals are reasonably positive. But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.

11DEC 2018

Equities

Outlook 2019: European commercial real estate

Demand for European commercial real estate is underpinned by an increase in technology and professional service jobs