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Insights

Make informed investment decisions with our expert opinion and research.

Insights

Three ways to unlock opportunity in emerging-market equity income
Insights
Three ways to unlock opportunity in emerging-market equity income

Which emerging-market companies are capable of paying dividends over the long-term?

6 min Read
From stadiums to China’s Nike – a sports evolution
Insights
From stadiums to China’s Nike – a sports evolution

Emerging Markets Monthly Insight: Anta shows upside from an emerging sporting superpower

4 min Read
Thematic equities: the next frontiers in AI
Insights
Thematic equities: the next frontiers in AI

Where are the next investment opportunities in AI? We detail three themes that we think will drive the future of AI.

8 min Read
Unpacking the recent trends in commodity markets
Insights
Unpacking the recent trends in commodity markets

From lithium to gold, we delve into commodities’ current trends and dynamics, offering insights into the forces shaping markets.

5 min Read
Asia’s changing market mix
Insights
Asia’s changing market mix

How Asia is proving to be much more than just China, and current valuations offer a compelling entry point for equity investors.

5 min Read
The Investment Outlook: Introduction and House View
Insights
The Investment Outlook: Introduction and House View

It’s in times of uncertainty and volatility that great investment opportunities emerge. It’s also during these times when long-term investors need to keep a cool head.

2 min Read
Fixed income: Why higher-rated corporate bonds still make sense
Insights
Fixed income: Why higher-rated corporate bonds still make sense

What does history teach us about bond performance in the critical 12 months following a central bank’s first rate cut? We go back in time to find out.

4 min Read
India: 6 structural themes
Insights
India: 6 structural themes

Examining how the recent Indian election result has created volatility but is unlikely to derail the country's economic growth trajectory.

4 min Read
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