Videos and Podcasts
Filter results
Type
No results found
-
India fixed income opportunities amid rate cut cycle
In this video, our investment experts discuss the latest developments impacting the India fixed income market, including the easing cycle, currency movements and foreign inflows.14 April 2025, 6 minutes -
Asia credit opportunities: Resilience and diversification
Asia’s favourable macro dynamics and attractive valuations make Asia credit a relatively compelling investment option against a backdrop of market volatility and growing uncertainties. Alfred Mui, Head of Asia Fixed Income Investment Management, discusses further in our latest video.31 March 2025, 4 minutes -
The Rise of the Laptop Lugger
The rise of the laptop lugger – what’s new in why we travel28 March 2025, 1 minutes -
Powering AI
The rapid rise of AI is driving demand for large-scale data centres and with it, the considerable power these facilities need. This growth has the potential to reshape the electric industry and utilities at a time of major transition to renewables25 February 2025, 1 minutes -
Outlook for Global Listed Infrastructure
Joe little, Global Chief Strategist, explores the benefits of the asset class including its lower correlation to global equities, and steady income potential. He also provides a longer-term outlook for the sector.25 February 2025, 1 minutes -
Seizing China equity opportunities in the Year of the Snake
Watch the video in celebrating the Year of the Snake with Caroline Maurer, Head of China and Specialised Asia, as she delves into our Chinese equity investment strategy. Caroline also discusses the key drivers and opportunities in the China market.24 January 2025, 4 minutes -
Understanding Collateralised Loan Obligations: A focus on Securitised Credit
In this webinar we discuss the current shape of the Securitised Credit market, the opportunity set we select from, and the compelling investment case presented by shifting interest rates. Specifically, we delve into the reasons why Collateralised Loan Obligations (CLOs) should be an important component of your Securitised Credit strategy.22 October 2024, 33 minutes -
Asia credit - a resurgence rooted in resilience and relative value
Relatively compelling yields and low duration, favourable technical factors, and continued resilience form the case for diversifying into Asia credit. Alfred Mui, Head of Asia Fixed Income Investment Management, discusses further in our latest video.23 September 2024, 4 minutes -
India fixed income: Investing amidst index inclusion
In this video, Geoffrey Lunt, Head of Investment Specialists, Hong Kong, discusses the macro factors, inclusion inflows and currency strength that form the investment case for India fixed income.06 September 2024, 4 minutes -
US Equities - Can we still count on the Magnificent Seven?
In this podcast, Joe Little, Global Chief Strategist, discusses what has driven US equities so far in 2024 and how we expect this to evolve in the second half of the year.23 July 2024, 1 minutes -
-
-
Put cash to work
Today's high interest rate environment has helped push bond prices down and yields higher. This means that there is now a great opportunity for investors to lock in those high yields before expected interest rate cuts in the second half of 2024, creating the potential for strong returns both from capital appreciation and high levels of income.23 April 2024, 2 minutes -
Basics of bond prices, yields and duration
Bonds have two main sources of returns, income from interest paid and capital appreciation. A bond’s yield is based on it’s expected return to an investor, so when bond prices go up it’s yield will fall.12 April 2024, 2 minutes -
Introduction to bonds
Bonds can provide a regular income and help balance portfolio risk. Typically they are less volatile than some other asset classes and can be used to increase portfolio diversification.12 April 2024, 2 minutes -
Responsible Investment review
We are continually committed to improving our responsible investing expertise to better meet our clients’ needs and support their sustainable ambitions. Discover our strategic vision, ambition, and dermination with which we approach sustainable investing on behalf of our clients.26 March 2024, 1 minutes -
Asia markets: Outlook for the Year of the Dragon
In this podcast, Head of China Equity Caroline Maurer and Head of Asian Fixed Income Investment Management Alfred Mui discuss the 2024 investment landscape for China and Asia in the Year of the Dragon.21 February 2024, 3 minutes -
India: One market, many opportunities
As the world’s fastest growing major economy in 2024, India continues to stand out against the backdrop of a global slowdown. Watch this video to find out more about this exceptional market.07 February 2024, 3 minutes
