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House View Q1 2026: Discipline and diversification

The global economy enters 2026 bending but not breaking. We expect growth to stay on track, creating an environment that favours risk-taking. Expect a resilient yet complex year where active management will be critical.

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Equity

Galloping ahead – what our China Equity team expects from the Year of the Horse

As China welcomes the Year of the Horse on 17 February 2026, anticipation is building. The Horse, symbolizing strength, freedom, and speed, points to a year likely marked by vitality and dynamic change.

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10/02/2026

Navigating Rates

Three macro themes for Asian fixed income investors in 2026

A divergence between tech exporters and demand-led economies, a “rewiring from within” thanks to regional trade, and less dependence on developed markets – here are our top macro themes for Asian fixed income investors this year.

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by Ze Yi Ang , Mark Tay | 09/02/2026

Navigating Rates

Where AI meets geopolitics and security: key insights for investors

The boom in artificial intelligence is creating exciting growth opportunities but also risks. We examine the geopolitical and cyber threats involved with this emerging technology.

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by Gregor Hirt , Jeremy Gleeson | 04/02/2026

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