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 - The Era of Big Beautiful Fiscal Excesses

Global • Featured

Market Pulse: Tariff Burden

Global • Featured

Asset Allocation: Cross-Asset Strategies for Middle East Uncertainties

Global • Featured

JGB Yield Surge – What It Means for Portfolios

Equity Strategy

United States • Featured

US Equities 3Q25 – Policy Cross-Currents

Current headwinds are a result of policy uncertainties unleashed by Trump's administration

Europe • Featured

Europe Equities 3Q25 - Defensive Strengths Amid Trade Headwinds

Japan • Featured

Japan Equities 3Q25 – Navigating a Delicate Balance

Global • Featured

Hong Kong Financials: Impact from Low HIBOR Manageable

Global • Featured

Equities Weekly: Japan Equities – Reform Momentum Endures Amid Trade and Policy Headwinds

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

Singapore • 17 Jul 2025

SGD Rates: Markedly lower correlation with USD rates

FX Strategy

Global • 17 Jul 2025

USD tempest as speculation grows over an early Powell exit

Trump threats and Japanese elections on watch.

Global • 16 Jul 2025

USD’s correction could take a breather

Global • 15 Jul 2025

US CPI surprise may not echo jobs report impact

Global • 14 Jul 2025

Downside risks in the EUR, GBP, and JPY

Developed Mkts • 14 Jul 2025

Global Currencies 3Q25 – A Weaker USD Trajectory

Alternatives

Global • Featured

Private Assets & Hedge Funds 3Q25 - The Volatility Antidote

Private assets and hedge funds offer a way to cushion drawdowns due to interest rate volatility shocks

Global • Featured

Gold 3Q25: Stars Aligning Under A New World Order

Global • Featured

Alternatives: Liquidity Brings New Bitcoin ATH

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 • 11 Jul 2025

Cautious Stance on Delayed Tariffs with Limited Deals

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

Research Updates

Asia ex-Japan • 16 Jul 2025

Asia ex-Japan Equities

Mainland China • 15 Jul 2025

China Internet Sector: Food delivery war intensifies

Asia ex-Japan • 15 Jul 2025

Bangkok Expressway and Metro

United States • 15 Jul 2025

Delta Air Lines Inc

United States • 15 Jul 2025

Lululemon Athletica Inc