Man GLG

What are the merits of allocations to Asia ex-Japan versus emerging markets more broadly?

As China’s economy slowly re-opens, the outlook for Asian equity diverges as the north faces increasing pressures while the south sees greater opportunity.

What were the key findings of a surprising Q1 earnings season? And why confidence and constant reinvestment matters most in a complicated macro environment.

Given the recent negative sentiment surrounding the financial industry globally, are there any short- or long-term opportunities that remain in the Japanese financial sector?

We expect dispersion to accelerate as growth slows and winners and losers bifurcate, so favour remaining selective in our credit exposure.

Higher yields but the potential for further spread dispersion in the global investment-grade index make credit selection crucial, in our view.

Much recent fearmongering about banks ignores the value of their deposits. We explain why that is at best inconsistent – but also not cause for complacency.

A years-long effort to improve corporate governance in Japan has met with limited success. However, that may all be about to change, benefiting Value stocks in particular.

There are five themes that will impact ESG in fixed income for the year(s) ahead: regulatory frameworks; economic realities; climate adaptation; biodiversity; and emerging markets.

With loan and high-yield issuance in the doldrums, we explain why convertible bonds may be becoming more attractive to companies and investors alike.

What does 2023 hold for Asian emerging-market equities?

Bond markets struggled with rate hikes in 2022. Are they ready for what comes next?