Monthly Highlights - august-2023

 


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2025 Market Outlook Asia and Emerging Markets:Opportunities amid shifting tides

in insights

Outlook

2025 Market Outlook Asia and Emerging Markets:Opportunities amid shifting tides

28 Nov

How can investors capture opportunities amid shifting market dynamics?

Monthly Views November 2024

in insights

Multi asset

Monthly Views November 2024

20 Nov

We expect global growth to continue to decelerate as the long and variable lags of ...

Japan’s small and mid-caps: An overlooked opportunity

in insights

Equity

Japan’s small and mid-caps: An overlooked opportunity

18 Nov | Max Godwin

The pressure to improve balance sheets is growing in Japan; small and mid-cap stocks ...

Red sweep: Implications for Asia and the Emerging Markets

in insights

Multi asset

Red sweep: Implications for Asia and the Emerging Markets

06 Nov

A Republican sweep is expected to lead to increased tariffs, higher bond yields and a ...

Why invest in Global Emerging Market equities now?

in insights

Equity

Why invest in Global Emerging Market equities now?

28 Oct | Samuel Bentley

The US Fed’s rate cutting cycles have historically correlated positively with ...

Q4 2024 Outlook: Preparing for uncertainty ahead

in insights

Multi asset

Q4 2024 Outlook: Preparing for uncertainty ahead

24 Oct

Eastspring’s Multi Asset Portfolio Solutions team anticipates a decelerating albeit ...

Monthly Views October 2024

in insights

Multi asset

Monthly Views October 2024

16 Oct

The upcoming US presidential election poses a risk to the market, with higher ...

Not all durations are equal

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Fixed income

Not all durations are equal

09 Oct | Pierre-Julien Jandrain , Rong Ren Goh

Given that the Fed has begun easing rates, incorporating non-USD duration into bond ...

Low volatility: A remedy for the extremes?

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Quantitative

Low volatility: A remedy for the extremes?

02 Oct | Chris Hughes , Michael (Xiaochen) Sun

Recent events are a strong reminder that volatility spikes are likely to continue and ...

Is Beijing’s move a game changer?

in insights

Multi asset

Is Beijing’s move a game changer?

26 Sep

China unveiled support for the property and stock markets, marking its first major ...

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