Monthly Highlights - july-2023

 


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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

in insights

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?

in insights

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 ...

Building a holistic transition investing framework for capital markets

in insights

Multi asset

Building a holistic transition investing framework for capital markets

23 Sep | Brandon Lam , Joanne Khew

A differentiated just transition investing approach is needed across countries ...

Framework for Investing in Climate Transition in the Capital Markets With a Case study: Eastspring Just Transition Portfolio

in insights

Multi asset

Framework for Investing in Climate Transition in the Capital Markets With a Case study: Eastspring Just Transition Portfolio

23 Sep

Capital markets can play a significant role when it comes to financing the climate ...

It’s an outsized rate cut from the US Fed

in insights

Multi asset

It’s an outsized rate cut from the US Fed

19 Sep

A front-loaded rate cut reduces the risk of a hard landing

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