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Featured articles
Focusing on fundamentals: global equities in 2024
We see positive signs that the spotlight in 2024 will come back onto company fundamentals, the ultimate driver of long-term shareholder returns.
Malaysia: moving with the times
Malaysia’s national fruit, the durian, has been celebrated for its cultural significance for thousands of years, yet the country is also looking ahead
Unlocking markets: exploring the ESG landscape in fixed income investing
In this ‘Unlocking markets’ episode, we discuss the evolution of ESG, its role in fixed income products and the rise in ESG-labelled bonds issuance.
EM Debt: a bright spot in stormy skies
Polina discusses the opportunities and risks in EM debt, how geopolitics could impact the asset class this year, and what’s top of mind for investors.
Rate cut hopes get eclipsed by the data
Meetings with policymakers in Washington this week have underlined the resilience of US growth, with little discussion of the economy slowing at all.
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