Think Differently About Income

Relatively attractive yields

Asian credit continue to generate higher risk-adjusted yields than global counterparts.²

Stable macro and credit fundamentals in Asia

Asia economic growth forecasts are strong relative to broader emerging markets and the developed markets. Asia investment grade credit fundamentals remain resilient while Asia high yield default rate is expected to moderate.³

Supportive technicals

Negative net financing and local bias of the asset class enhance its stability.⁴

Broadens opportunity set to find compelling income

With the challenging market events in recent months, tapping into multiple sources can help deliver income.

Manage risks through diversification

Diversifying across a broad range of asset classes can help manage volatility.

Flexibility to adapt to changing markets

Investors must be ready to adapt to ongoing inflationary pressures, growth concerns, and market volatility.

Yields at decade highs with opportunities across the board

Nearly 75% of fixed income markets yield above 4% vs. less than a quarter at start of 2022¹.

Flexibility to adapt to changing markets

Active sector and security selection allows investors to take advantage of attractive income opportunities.

Portfolio protection

Global investment grade bonds provide investors with high quality exposure which may protect total portfolio returns during volatile markets.

Beneficiaries of higher rates

With higher interest rates likely in the short and medium term, we see attractive dividend payers whose business models directly benefit from higher interest rates, such as financials.

Focus on quality businesses

Our equity income strategies focus on quality dividend paying companies with attractive valuations to deliver attractive and reliable dividend yield. Incorporating valuation has historically led to superior returns, with the top 20% of the HOLT quality universe recording 15.4% annualized return.⁵

Resilience dividend payers

Dividend-paying companies have historically weathered diverse market conditions better over the long term, returning 10.8% vs 7.8% for non-dividend payers since 2003.⁶

Diversifying returns

Diversify portfolio returns, with traditional real estate and infrastructure delivering liquidity, immediate exposure and inflation-hedging potential.

Megatrends driving real asset space

We see technology, urbanization and climate change as powerful, transformative forces that impact the global economy, business and society – influencing our investment decisions.

Fast growing alternative investment

Real estate investments are physical assets such as offices, data centres and self-storage spaces with clearly defined earnings and income.