Outlook

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Mid Year Outlook Designs
Multi-asset Outlook Tactical allocation Content CoE Program Global Program Multi-Asset solutions Article
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Unlocking investment value in a 3D world

Co-Head of Multi-Asset Strategy Nick Samouilhan explains why focusing on the “3Ds” of divergence, dispersion and disruption could help to uncover investment opportunities while strengthening portfolio resilience.

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Nick Samouilhan, PhD, CFA, FRM

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5 min
Article
2025-07-31
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Mid Year Outlook Designs 4_sd_v2
Fixed income Interest rates Outlook Income Credit EM debt Government bonds High yield Investment grade Article
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Capitalizing on rate shifts: Parsing opportunities in the second half

Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti discuss how to capitalize on potential rate shifts in the second half of the year

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By

Campe Goodman, CFA

Amar Reganti

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7 min
Article
2025-06-30
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Outlook Income Economic cycle Fixed income program Portfolio construction Fixed income Credit Distribution Asia advised retail Quick Take
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Chart in Focus: Compelling opportunities in four higher-yielding credit sectors

Portfolio Managers Campe Goodman and Rob Burn share insights on where they are seeing compelling opportunities in high-yielding credit sectors.

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By

Campe Goodman, CFA

Rob Burn, CFA

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Quick Take
2025-03-11
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Mid Year Outlook Designs
Outlook Asia Macro and market Macro Income Equity Multi-asset Fixed income Distribution Asia advised retail Article
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Three ways to elevate your portfolio in 2024

As a new investment era takes shape, where should investors focus their attention in 2024? For multi-asset strategist Nick Samouilhan, three areas are top of mind: higher yields, the importance of stock selection and how to position for structural change. 

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By

Nick Samouilhan, PhD, CFA, FRM

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Article
2026-01-31
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Mid Year Outlook Designs
Outlook Income Economic cycle Credit Multi-Sector Credit Opportunistic Fixed Income Global Credit Plus Global High Yield Fixed income Inflation Asset allocation Fixed income program Article
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Credit: Better opportunities to add risk on the horizon

ur experts review current macro dynamics impacting the bond market and discuss where they see opportunities and risks across credit sectors.

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By

Campe Goodman, CFA

Rob Burn, CFA

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Article
2024-12-31
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china economy poised to exceed expectations in 2023
China Economic cycle Macro and market Brand Outlook No Optimizely COVID Geopolitical Inflation Fiscal policy Real estate Article
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China’s economy: Poised to exceed expectations in 2023

With the bar set so low for China's economy, Macro Strategist Santiago Millan thinks it won't take much for an upside surprise in 2023. 

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By

Santiago Millán, CFA

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Article
2023-12-31
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china economy poised to exceed expectations in 2023
EM equity Outlook China Geopolitical Asset allocation Equity Article
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China equity in 2023: Year of the stock picker

Despite the potential risks of investing in China equity, Equity Portfolio Manager Bo Meunier believes there are attractive opportunities for patient, discerning stock pickers.

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By

Bo Meunier, CFA

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Article
2023-12-31
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Investment ideas for 2023 and beyond
Outlook Macro and market Multi-asset Income Thematic exposure Climate Equity Fixed income Alternatives Asia advised retail Article
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Four mission-critical investment ideas for 2023 and beyond 

Multi-Asset Strategist Nick Samouilhan and Investment Strategist Michelle Ng offer their latest perspectives on the 2023 outlook and some actionable takeaways for investors.

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By

Nick Samouilhan, PhD, CFA, FRM

Michelle Ng

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Article
2023-11-30
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