Global growth is set to remain strong, albeit uneven, despite continued uncertainty about the scale and duration of inflationary pressures.

We continue to advocate building a diversified portfolio tilted towards sustainability to help ride out the current market volatility. Within equities, we favour China, Indonesia, Japan and Singapore, while in fixed income we like U.S. and Asian High Yield (HY) bonds for their shorter duration and more attractive carry.

View the full February 2022 Research Report, please click here.

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