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CIO Insights 4Q25: Ride The Trend

US Government Shutdown

Rise of Sports Investment

New World Order

The Nuclear Renaissance

CIO Industry Guide: August 2025

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The market is more likely to react better to upcoming corporate actions

Global Packaged F&B: Slew of Corporate Actions Seeking to Unlock Value

Structural tailwinds for gold remain firmly in place

Gold: Still Bullish

Stay selective in banking stocks across markets

Global Banks: Excess Capital, Dividends in the Spotlight

Stay diversified and hedge your portfolio downside

US Government Shutdown: Implications for Risk Assets

Government initiatives drive a near-term spike in EV sales

Global Autos: Anticipate a Mixed 4Q EV Sales Outlook

Expect further reliance on international markets to carry the growth story for US hotel operators

US Hotels: International Markets Shoulder the Growth Burden

We maintain a positive outlook on China equities, supported by structural growth drivers

China Equities: Establishing a Stronger Foundation

Amid policy and macroeconomic volatility, portfolio diversification is key

FOMC: A Land of Dissonance and Contradictions

European airlines expected to outperform in 2026 due to pricing power and favourable market dynamics

Global Airlines: European Carriers to Fly Ahead

Seek opportunities with dominant market share players in ride-hailing and delivery services

CIO Insights 4Q25: Ride The Trend

US Government Shutdown

Rise of Sports Investment

New World Order

The Nuclear Renaissance

CIO Industry Guide: August 2025

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