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CIO Insights 2Q24: A Broadening Rally
Favourable scenario of slow rate cuts amid a soft landing in the US economy
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Luxurious Outperformance by Quiet Luxury
Consumers are gravitating towards understated luxury brands
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Distressed Debt Opportunities Return
Amid elevated interest rates, tightened lending, and rising refinancing risks
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Credit: How Policy Rates Affect Deficits
Stay with quality short-duration credit
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Gold: Another record high in the books
Gold's latest rally defies strong bond yields and US dollar
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Global Financials: Uncertainty Persists Despite Fewer Rate Cuts
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Global Food & Beverage: Quality Names to Benefit From a Broadening Rally
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Global Technology: Harnessing the Power of AI
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Global Entertainment & Media: Streaming Revolution
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Global Payments: Riding on Digitalisation Trends
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Global Pharmaceuticals: New Catalysts for Weight-loss Drugmakers
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Global Airlines: Finally Putting the Pandemic Behind Us
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Global Data Centres: Prefer US Operators with Track Record of Stable Dividends
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Thematic Strategy 1Q24: Quiet Luxury
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Into the AI Frontier
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Jewels of India and China
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Luxury Still Reigns Supreme
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Thematic Strategy 2Q23: Cybersecurity - Opportunity Amid Danger
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Healthcare: A Prescription for Growth
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Invest in the Frontiers of Decarbonisation Technology
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