Are the latest improvement in manufacturing PMIs a sign of recovery?
This paper, written by Marcus Yiu, examines the latest PMI data and discusses the global growth outlook.
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How are Asian exports faring lately?
This paper provides an update on the Asian trade environment.
Multi-family property investing in Japan – The population paradox
This paper, written by Kenneth Tsang and Nicole Phua, examines Japan's multi-family market and the portfolio implications of the asset class.
Factor Views 4Q 2019
Themes from the quarterly Quantitative Beta Research Summit
Sustainable Investing
Incorporating Environmental, Social & Governance
The best offense is a good defense
Alternatives for uncorelated income
Why we’re in the early innings of a secular bull market
The S&P 500 could hit 10,000 by the mid-2030s
Private credit investing
A strategic framework for building a private credit portfolio
Private Equity: Opportunities for the disciplined
As investor demand fuels fundraising and intensifies the competition to put capital to work, we advocate partnering with an investment manager that has experience, prudence and skill, and has achieved returns over multiple cycles.
Climate change and resilience
Impacts of disruption on the core infrastructure investor