fund manager views

ESG

Tread carefully: Ignoring social issues in emerging markets will harm investors

Deep Dive into ESG in emerging markets

clock 31 March 2021 • 3 min read

Asia

Keeping on carrying on: Corporate governance reforms and stable labour market put Japan in good health

Deep Dive into Japanese equities

clock 24 March 2021 • 3 min read

Asia

Are we still in early recovery? Japan's road to recovery on Olympic year still a marathon, not a sprint

Deep Dive into Japanese equities

clock 24 March 2021 • 3 min read

Asia

What are we doing in Japan? The country is still worth investing in, come rain, flood or shine

Deep Dive into Japanese equities

clock 22 March 2021 • 3 min read

Funds

What goes down will go back up: A clear, well-informed, forensic approach to rescue fixed income markets is crucial

Deep Dive into fixed income

clock 18 March 2021 • 4 min read

Asia

Mining for sweet returns: Are we on the cusp of a multi-year bull market in raw materials?

Deep Dive into commodities

clock 18 March 2021 • 3 min read

Asia

Preparing to steel the show: Commodities poised to play a vital role in the defence against inflation

Deep Dive into commodities

clock 18 March 2021 • 4 min read

Asia

From the reserves to the starting line-up: Russian gas still a key market player despite subsidies and regulatory pressure

Deep Dive into commodities

clock 16 March 2021 • 3 min read

Funds

Sustainable finance: The bright spot for multi-asset managers wanting to allocate to fixed income

Deep Dive into fixed income

clock 12 March 2021 • 4 min read

Funds

Pushing for positive momentum: The emergence of inflation concerns and ABS as a hedge

Deep Dive into fixed income

clock 10 March 2021 • 4 min read
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