Macroeconomic Strategy Team
6 July 2023
1. The market is premature in its pricing of dovish pivots from central banks, both in terms of timing and magnitude.
2. There’s a risk that even if the Fed pauses in the coming months, the next move could be more tightening, not easing.
3. Markets need to reassess the central bank put for asset prices.
A stable rate environment should be a fillip for Asia REITs
Asia REITs offer investors a unique income opportunity in the new year as rates have likely peaked with the possibility of declining borrowing costs in 2024.
Accelerating momentum amid a transitioning macro backdrop
A changing global rates environment positions Asian Fixed Income to accelerate in 2024 with attractive nominal yields and carry opportunities.
Greater China Equities 2024 Outlook
This 2024 outlook piece highlights four key megatrends (we call them the “4As”) to help investors navigate the evolving Greater China’s investment landscape.
Five timeless principles for investing success
While investing in volatile times can sometimes challenge your discipline and commitment, there are five timeless principles to include in your investment strategy that can help ease your mind and keep you focused on the long term.
The ABCs of ESG
We list the key definitions and terms of ESG investing. Find out answers to what is PRI, SASB, SBTi, active ownership or stewardship and more.
Disadvantages of fixed deposit: is fixed income a better option?
What is a Fixed Deposit? What is Fixed Income? We explain why is fixed income now a potentially better option than fixed deposits.