Research Articles

Japan: Are the stars aligned?

Japan equities are seeing the highest inflows in 20 years. Improving economic fundamentals aside, the positive sentiment is being fuelled by cyclical tailwinds and structural reforms that are still in play. Despite the strong rally to date, the Eastspring Japan equity team believes that there is more room for upside.

China is back: Tracking the progress of China’s accelerated re-opening

Japan's good value creates alpha opportunities

Japan’s companies are among some of the most cash rich, globally. Equally, some of the most attractive developed market valuations are to be found in Japan. Investors willing to look beyond the economic headlines will discover a market of stocks that is attractive on many fronts.

Chart Room: Three structural factors making for stickier inflation

Inflation has dominated front pages in recent months, with headline consumer price increases in the US reaching 40-year highs. While we don’t expect global inflation rates to remain at these record-breaking levels, we see several medium to long-term factors that should continue to place upward pressure on inflation.

Multi-asset view: More damage in the pipeline

The direct impact of the war in Ukraine seems to have been priced in for now, and equity markets had another relatively strong week. However, we are still cautious due to our expectations of slower growth as a result of high inflation, tightening financial conditions, and the squeeze on consumers.

No easy answers: Ukraine war raises social and ethical dilemmas for companies and investors

Is selling clothing and food to Russians fulfilling their human rights or funding a war? This is just one example of the kind of complex ethical issues companies now face. Investors too must grapple with doing the right thing while acting in the best interests of their clients. There are no easy answers.

Ukraine under attack: A global growth slowdown is possible but not inevitable

This research note from UOB Asset Management will provide investors with a summary of ongoing events in Ukraine and its impact on the markets

BNY Mellon Mobility Innovation Fund

A theme-driven global equity portfolio that is positioned to capture the potential growth from companies focused on developing, adopting, and integrating smart mobility technologies.

Invest in the world you want to live in - Nikko AM Impact Investing Multi Asset Fund

Schroders: Make an impact through sustainable investing

Profit, meet purpose. Your investments can make an impact beyond financial returns.