Hong Kong Retail Investors
A strategic partner to clients
In complex markets, your priority is a partner who can help you and your clients make sense of today's challenging investment landscape. We offer investment management in the form of segregated, pooled and advisory mandates, together with a selection of registered investment funds in a variety of jurisdictions. Our thematic investment approach means our solutions are designed to answer the key challenges you currently face. With a comprehensive range of clearly structured active and passive investment styles, we work with you to create the solutions you need.
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5 July 2016, 18:30 | Posted by: Joshua McCallum | Tags: Joshua McCallum
It has been apparent in recent years that the market is more interested in central banks than economic data. Now it appears to be ignoring geopolitical events – even an event as significant as the UK's decision to quit the EU. Is this a sign that the market has become over-reliant on the world's central banks as a cure for all ills? And, central banks notwithstanding, is the market correct in its assessment of a Brexit impact on the complex web of interdependencies that is the global economy?
Current market commentaries
Quarterly Investment Strategy
Viewpoints for multi asset portfolios - a summary of our outlook on global asset classes, including equities, fixed income and currencies.
Research by theme
From feast to famine - How emerging markets are creating a global saving shortfall
In 2005, Ben Bernanke famously used the phrase 'the global saving glut'. But by 2020, the saving glut he referred to is predicted to turn into a saving shortfall. What might that mean for the global economy?
Research by asset class
Eurozone Real Estate Outlook – 1H16
The economic outlook for the Eurozone has become increasingly polarised between positive domestic fundamentals and negative global economic headwinds and geopolitical risks. Despite indications that pricing is nearing its cyclical peak, ongoing monetary easing by the ECB and an attractive risk premium versus government bonds means capital flows into property are likely to remain strong.
Our client promise
An increasingly complex and interconnected world presents investors with many questions. Answers can be hard to find. Our long heritage means that we can draw on the breadth and depth of our capabilities, as well as our global reach, to turn challenges into opportunities. Together with you, we find the solution that you need.
"Your global investment challenges answered" is a succinct way of conveying our commitment and capabilities to clients. Essentially, we want clients to recognize us for four qualities:
Ideas and investment excellence
Our teams have distinct viewpoints and philosophies but they all share to one goal – to provide you with access to the best ideas and superior investment performance.
A holistic perspective
The depth of our expertise and breadth of our capabilities allow us to have more insightful conversations and an active debate, all to help you make informed decisions.
Our geographic reach means we can connect the parts of the investment world most relevant for you. That‘s what makes us different – we‘re on the ground locally with you and truly global.
We focus on finding the answers you need – and this defines the way we think. We draw on the best of our capabilities and insights to deliver a solution that’s right for you.