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China and South Korea, two of Asia’s most dynamic markets, have fared very differently in 2026.
A weekly view from our portfolio managers into the trends shaping markets right now.
If the Iran war does not derail it, the US economy should remain strong.
In the latest instalment of our ‘Meet the Manager’ series, we sit down with Chengjun Chris Wu, Senior Portfolio Manager, who outlines his role in the fixed-income area managing multi-sector products.
Physical risk: Turning climate uncertainty into investment insight
Iran war fallout reinforces our cautious stance.
A weekly view from our portfolio managers into the trends shaping markets right now.
Yields may settle at more competitive levels.
A weekly view from our portfolio managers into the trends shaping markets right now.
Out-of-index sectors, such as trade finance, offer alternative investment opportunities.
Lowering return expectations even while ’macro’ looks solid.
A weekly view from our portfolio managers into the trends shaping markets right now.
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