Insights and research

The expert opinion and research driving our investment decisions.

Insights

InsightsMay 15, 2025

What Trump’s trade war means for emerging market debt

Despite recent tariff shocks, the asset class has demonstrated strong returns, outperforming equities. A look at how these dynamics may impact investment strategies and global economic stability.

4 min Read

InsightsMay 09, 2025

Emerging market dividend: Confidence and recovery in Asia

A look at how emerging markets in Asia are showcasing resilience and innovation amidst global economic challenges.

5 min Read

InsightsApr 29, 2025

Emerging markets: Asian equities not surrendering to Trump's trade war

Amid the tariffs, the supply chain reshuffling, and the geopolitical tensions, a look at the unexpected post-Liberation Day outperformance of the asset class and why we believe the investment case for emerging markets and Asian equities remains intact.

3 min Read

InsightsApr 23, 2025

A CIO's guide to Q2

Amid today's market volatility and geopolitical tensions, Chief Investment Officer Peter Branner provides his must-read articles for the second quarter of 2025.

1 min Read

InsightsApr 23, 2025

Emerging markets: Redefining fixed income in Asia

Amid policy predictability, structural reform, and real yield, a look at how solid foundations can drive returns in Asian fixed income.

3 min Read

InsightsApr 21, 2025

Fund financing: Navigating volatility with a private market sub-line

A look at why subscription-line loans may be a game changer for some private market investors, and how they may offer higher yields and stable income without extra credit risk.

4 min Read

InsightsApr 17, 2025

Emerging markets debt: The aftershocks of Liberation Day

In the latest episode, Edwin and Paul recap the first quarter of 2025 before turning their attention to tariffs and trade wars and what they could mean for emerging market fixed income investors.

13 min Listen

InsightsApr 17, 2025

Private markets: An investment haven in an uncertain world?

A look at how private markets may offer stability and growth in today's volatile world. Can they be an investment haven? Discover the potential.

4 min Read

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Global Macro Research

Global Macro ResearchMay 07, 2025

The end of US exceptionalism?

In our latest podcast, hosts Paul Diggle and Luke Bartholomew discuss whether US exceptionalism is truly over.

30 min Listen

Global Macro ResearchMay 06, 2025

Bank of Japan: Trade fog weighs on outlook

Despite a strong shuntō wage round, a look at how geopolitical shifts, tariffs, and trade tango have outweighed Japan's domestic developments for now.

2 min Read

Global Macro ResearchApr 10, 2025

How tariffs shift the economic outlook

A look at how recent tariffs announced by President Trump are reshaping the global economic outlook, what this could mean for future trade dynamics, and if a stagflationary shock is heading investors' way.

6 min Read

Global Macro ResearchApr 10, 2025

How high could tariffs go?

In the latest episode, hosts Paul and Luke discuss Trump's bombshell tariff announcements and the potential economic impact on inflation, growth, and global trade.

28 min Listen

Global Macro ResearchMar 27, 2025

Emerging markets: Navigating in the fog of trade war

As President Trump raises tariff havoc, letting slip the fog of trade wars, a look at how emerging markets are navigating the complexities and potential opportunities in shifting global policies.

7 min Read