In light of the recent tariff announcements, we foresee a significant slowdown in US growth, while recession risk has risen meaningfully. We have turned more cautious on US equities and believe tha...
[External Link] In this piece published by Wealth Briefing, Kazunaga Saso, Senior Portfolio Manager of the Sakigake High Alpha fund at SuMi TRUST AM comments why he is positive about Japan’s econom...
Omar Slim, CFA, Co-head of Asia Fixed Income, recapped the performance of Asia investment grade bonds in Q1 this year and discusses his outlook for the market.
Uncertainty about the outlook for AI spending and trade have made focusing on corporate fundamentals all the more important.
Yields and total return potential remain enticing, but credit selection is critical.
The global economic outlook is uncertain, yet European, UK, Chinese, and Japanese stocks all rose last week while US stocks fell.
The midstream sector is compelling with growing natural gas demand and companies with increased capital efficiency and healthy balance sheets.
A discussion of the implications of additional US tariffs on Chinese exports and the measures to support its economy.
This document shows the charts that are particularly useful to help us determine where we are in the economic cycle and what the outlook is for markets.
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