Insights
2024 Sustainability Report
We are pleased to present our Sustainability Report, showcasing our commitment to both sustainable investing and corporate responsibility and highlighting our ongoing efforts to integrate sustainability into every aspect of our business.
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Other Insights
Fixed Income
January 16, 2020
The Tail Wagging the Panda
With the phase 1 agreement officially on paper, the Chinese Yuan has returned to the level it was before the trade war hit its culmination point in August – on January 15th, the PBOC set the currency at 6.8845 USD/CNY (0.14525 CNY/USD), its strongest since the end of July last year. Yet the U.S. 10-year […]
Fixed Income
May 7, 2020
Out of Darkness Comes Light
The COVID-19 pandemic has been indeed the top story so far in 2020, but the oil price war between Saudi Arabia and Russia has also had a substantial impact on financial markets.
Market Commentaries
January 12, 2023
Q1 2023 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.
Market Commentaries
September 2, 2020
Market Update from the Global Asset Allocation team – September 2020
The fastest bear-market recovery in history showed little sign of wavering in August. Investor optimism remained
buoyant on signs of progress in developing a vaccine to quell the pandemic, which helped to instill confidence in a swift
global economic revival.
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Market Commentaries
June 8, 2026
Global Asset Allocation Team Market Update – June 2026
Investor sentiment thrived in May, with unrelenting enthusiasm around the artificial intelligence (AI) boom and
lingering hopes for a truce between the United States and Iran buttressing risk appetite.
Market Update from the Global Asset Allocation Team – April 2021