SHARE THIS For the last two centuries energy revolutions have created extensive platforms for subsequent technologies to drive wealth creation and raise living standards across the world. And this decade heralds the start of an energy revolution...
SHARE THIS “Stagflation-lite” coupled with a severe geopolitical crisis was much worse for equities than we expected, but most of the bad news is priced in, so the prospect for global economies and equities in aggregate should improve. While we expect...
SHARE THIS We present our Q3 2022 outlook for the Global Unconstrained Bond Strategy which incorporates our core markets, emerging markets and global credit views.
SHARE THIS The Funds seek the net asset value per unit to track the performance of Bloomberg France Treasury 7-10 Year Index TTM JPY Currency Unhedged by mainly investing in the separately stipulated investment trust securities. Key information...
SHARE THIS The Funds seek the net asset value per unit to track the performance of Bloomberg France Treasury 7-10 Year Index TTM JPY Currency Hedged by mainly investing in the separately stipulated investment trust securities. Key information...
SHARE THIS It may be easy to become gloomy after the drawdown of the last few months. But we believe that there are plenty of reasons to be optimistic about the prospects for compounding your future capital from today’s levels, if you take into account...
SHARE THIS Our belief is that we have moved into a new regime where inflation will be structurally higher despite the anchors of high debt burdens, ageing societies and ongoing technological disruption.
SHARE THIS Our scenario is fairly ugly for the 4Q, but has a strong silver lining thereafter. We are not optimistic about the global economy and investor returns reverting to normal for an extended period, but there should be clear intermediate term...
SHARE THIS After spending almost a decade in the shadows of their larger counterparts, Asia’s smaller companies are being viewed in a new light. Factors that had weighed on these businesses are now turning into tailwinds, and we have identified seven...
SHARE THIS The low for this bear market could be a lot closer at hand now than it was, with equity valuations having fallen considerably. We remain focused upon assessing our companies’ ability to deliver earnings expectations and cash generation....
SHARE THIS No single catch-phrase epitomises the 2023 global macro outlook, but here are ten predictions for the year ahead.
SHARE THIS As geopolitical risks and globalisation are reassessed in the wake of the COVID-19 pandemic and war in Europe, we believe that Japan stands to benefit as more companies refocus on their home markets.
SHARE THIS We believe that the benign macro backdrop should remain supportive for credit fundamentals in 2023. The fiscal deficits of Asian economies are expected to gradually narrow as the need for pandemic support decreases.
SHARE THIS This Fund seeks to achieve net asset worth per unit that closely correlates with the movement of the Dow Jones Industrial Average (TTM)(JPY) by mainly investing in the mother fund. Key information {loadmodule custom,etf-2235-key-information}...
SHARE THIS Current equity market conditions dictate that you choose your investment attire particularly carefully. In our view, buying profitless technology companies is like going up a Scottish mountain wearing flip-flops. You might get away with it,...
SHARE THIS This fund restricts US persons (including US residents, legal persons and other entities which are established under US law or which have their principal place of business in the US and pension plans for their officers and employees, and...
SHARE THIS This fund restricts US persons (including US residents, legal persons and other entities which are established under US law or which have their principal place of business in the US and pension plans for their officers and employees, and...
SHARE THIS The MSCI AC Asia ex Japan Index slumped 6.8% in US dollar terms, giving up its January gains. China’s reopening and peak interest rates euphoria in January were short-lived as hotter-than-expected economic indicator releases in the US raised...
SHARE THIS This month we discuss how potential market volatility still bears watching even if the global banking turmoil may not directly shake Japan; we also assess how a steady domestic demand recovery may be in sight even if the public is slow to...
SHARE THIS Life is different in the post-pandemic world. Equity markets and economies are different too; geopolitics have deteriorated and barriers to trade have increased while the threat of global warming looms ever larger. In this short essay, we...
日本
New Zealand
Singapore
Hong Kong (English)
Americas
Germany
EMEA
All other
countries