CIO Insights 3Q25: The Global Pivot

Time in the market beats timing the market

CIO Asset Allocation

Global • Featured

CIO Insights 3Q25: The Global Pivot

Time in the market beats timing the market.

Global • Featured

Asset Allocation: Cross-Asset Strategies for Middle East Uncertainties

Global • Featured

Market Pulse: Slow and Steady

Global • Featured

JGB Yield Surge – What It Means for Portfolios

Global • Featured

Asset Allocation: The Imperative Call for Income Investing

Equity Strategy

Global • Featured

Europe Equities: Hidden Champions

Europe’s mid-cap segment, especially those leveraged to domestic capex cycles, presents compelling opportunities for stock selection.

United States • Featured

US Equities 2Q25 – Exceptionalism Challenged

Global • Featured

Global Aerospace: Smoothly Navigating Through Tariff Headwinds

Asia ex-Japan • Featured

Asia ex-Japan 2Q25 – Navigating Trade Tariffs

Global • Featured

Equities Weekly: Energy Transition – Grid Resilience Vital as World Shifts to Renewables

Fixed Income Strategy

Developed Mkts • Featured

Global Rates 2Q25 – Rethinking US Exceptionalism

US growth worries erode the yield premium of US Treasuries over G3 peers while increased military expenditure and persistent inflation worries drive up German and Japanese yields respectively

Global • Featured

Credit Strategy: Emerging Concerns About a “Mar-a-Lago Accord”

Global • Featured

Credit Strategy | Soft-Landing Until Proven Otherwise

Global • Featured

Fixed Income Weekly: Fed Easing Bets Hinge on Weaker Labour Market

Global • 4 Jul 2025

USD Rates: Hopes of a July cut dashed

FX Strategy

Global • 4 Jul 2025

Waking up to volatility accompanying the USD’s decline

Weak USD digesting 1H’s massive loss

Global • 3 Jul 2025

USD braces for a third day of volatility

Global • 2 Jul 2025

DXY remains under pressure but faces a support level

Global • 1 Jul 2025

Broad USD slippage as markets await Big Beautiful Bill

Global • 25 Jun 2025

Weak USD bias intact, Powell kept the door open for a cut in September

Alternatives

Global • Featured

Gold 2Q25 – A Glittering Haven

Structural bull market for gold as uncertainty under Trump 2.0 buoys short-term demand while de-dollarisation and higher global nominal GDP growth act as longer-term tailwinds

Global • Featured

Alternatives: Liquidity Brings New Bitcoin ATH

Global • Featured

Private Assets 2Q25 – Anchor in the Storm

Global • Featured

Alternatives - Private Assets | The Stability of Private Equity Amid Uncertainty

Global • Featured

Alternatives | Gold – Global Uncertainties Push Gold to New Highs

Commodities

Global • Featured

Commodities 2Q25 – Good Start to the Year

Commodities surprise with positive YTD flows and recover lost ground

Global • Featured

Global Oil & Gas: Dawn of New Era for US Shale Oil

Global • Featured

Commodities: A Closer Look at the Dynamics of Investing

Global • Featured

Commodities 1Q25 – Still Waiting

Global • Featured

Global Oil & Gas: Resurgence of US Upstream Players

Global Economics

Global • 4 Jul 2025

The Last Mile of Trade Negotiations

Global • 27 Jun 2025

Powell Pushes Back on July Cuts

Global • 20 Jun 2025

Fed Pause and Ongoing Middle East Tensions

Global • 13 Jun 2025

Navigating Inflation and Trade Tensions

Research Updates

Asia ex-Japan • 4 Jul 2025

Henderson Land

Asia ex-Japan • 4 Jul 2025

BYD Company

Asia ex-Japan • 4 Jul 2025

Kerry Properties

United States • 4 Jul 2025

Target Corp

Asia ex-Japan • 4 Jul 2025

BOC Aviation Ltd