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APAC

Showing 10 of 15 Insights Posts
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Japan’s tech sector: Time for a reboot?

Japan's semiconductor industry has revived global interest in Japan's tech ecosystem. But we believe the dynamism of Japan's tech sector today doesn't start and end with electronics and semiconductors.

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event August 2024
3 min
Article
2025-09-30
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Mid Year Outlook Designs
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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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event January 2024
Article
2025-01-02
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Three themes (and what they mean) for income investors

With several macro crosscurrents at play, Portfolio Manager Peter Wilke suggests that income-oriented investors not lose sight of the “big picture” in their quest for yield.

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event September 2023
Article
2024-09-15
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Asia Tech: Building the technology for everything, everywhere, all at once

Yash Patodia articulates the investment opportunities within generative AI and mixed reality - two themes that are supercharging the tech industry. He outlines how Asia is the bedrock of the innovation and where he believes the world’s future growth will be.

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event July 2023
Video
2024-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Activism – History and evolution in Japan

Investment Specialist Toshiki Izumi examines the history of shareholder activism in Japan, with particular emphasis on the differences between current and historical attitudes toward activism.

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event June 2023
Quick Take
2024-06-12
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Will emerging Asia leapfrog the energy transition?

Decarbonizing while maintaining economic growth presents tremendous challenges for developing countries in Asia. Is technological innovation the solution?

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event May 2023
Article
2024-05-11
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

India equity's improving risk/return tradeoff

This is not your grandfather's India equity market. Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks explain why and back their argument with risk/return data.  

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event May 2023
Quick Take
2024-05-03
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Analysing the bright outlook in Asia tech

Global Industry Analyst Yash Patodia outlines the state of the Asia tech sector today and identifies potential long-term opportunities in this space.

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event March 2023
Article
2024-03-23
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Deep and diverse: Welcome to today’s Asia credit market

Two of our Singapore-based experts on Asia credit discuss the market's key features, along with how it's evolved and is likely to continue doing so.

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event March 2023
Whitepaper
2024-03-31
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Financial Times Moral Money Summit Asia 2022: Impact investing across public, private and emerging markets

In this replay from the Financial Times 2022 Moral Money Summit Asia, Edwina Matthew discusses key themes in impact investing.

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event November 2022
Event replay
2023-10-31
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