CIO Insights 2Q26: Resilience in Chaos

Stay invested and diversified

CIO Asset Allocation

Global • Featured

CIO Insights 2Q26: Resilience in Chaos

Stay invested, stay diversified

Global • Featured

Asset Allocation 2Q26 – Best of Times, Worst of Times

Global • Featured

The Cryptocurrency Handbook

Global • Featured

Market Pulse: Diversification is Key

Global • Featured

Asset Allocation: Middle East Conflict Update

Equity Strategy

United States • Featured

US Equities 2Q26 - Sectoral Regime Change

Maintain neutral stance as concerns loom over dollar assets and crowded technology exposure

Europe • Featured

Europe Equities 2Q26 – Muted Prospects

Japan • Featured

Japan Equities 2Q26 – Rejuvenation

Global • Featured

HK/China Equities: A Quiet Turn in the Narrative

Global • Featured

Equities Weekly: Asia ex‑Japan Equities – Growth Resilience Meets Valuation Opportunity

Fixed Income Strategy

Global • Featured

Credit Quality Is Starting To Matter

Continue to maintain an up-in-quality stance in both public and private credit

Global • Featured

Credit Strategy: The Tipping Point for TIPS

Global • 23 Mar 2026

DM Rates: Re-pricing & relooking risks

Japan • 20 Mar 2026

Taiwan: Bias toward rate hikes

Japan • 20 Mar 2026

Japan: April rate hike likely off the table

FX Strategy

Global • 19 Mar 2026

Fed’s hawkish hold may fall short of hike expectations in Europe

Focus turns to European central banks today.

Global • 16 Mar 2026

Attrition risks vs. silver linings in Week 3

Global • 13 Mar 2026

Iranian defiance buoys oil and the USD

Global • 11 Mar 2026

Circuit breaker hope, a China Summit pivot, and the USD’s real rate trap

Global • 10 Mar 2026

USD two days up, caution today

Alternatives

Global • Featured

Alternatives 2Q26 - Looking Past the Volatility

Remain bullish on gold as debasement and geopolitical risks rise; Seek alpha in private assets and hedge funds

Global • Featured

Scarcity: Less is More

Global • Featured

Digital Assets: A Time to Sow, not to Reap

Global • Featured

Alternatives: Harness Diversified Private Credit Strategies to Stay Ahead in Volatile Markets

Global • 26 Feb 2026

Alternatives: The ABCs of BDC Volatility

Commodities

Global • Featured

Commodities 1Q26 - Rate Cut Tailwinds

A trade truce and rate cut tailwinds contribute to a more sanguine macro-outlook for commodities in 2026

Global • Featured

Rare Earths: From Scarcity to Strategic

Global • Featured

Global Oil & Gas: Resurgence of US Upstream Players

Global • Featured

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

Global • 19 Feb 2026

Gold: Looking Past the Volatility

Global Economics

Global • 20 Mar 2026

Central Banks’ Cautious Stance on Oil Shocks

Global • 13 Mar 2026

Inflation Worries

Global • 6 Mar 2026

Middle East Conflict

Global • 27 Feb 2026

US Tariffs Drama

Research Updates

Asia ex-Japan • 23 Mar 2026

Asia ex-Japan Equities

United States • 23 Mar 2026

Uber Technologies Inc

Europe • 23 Mar 2026

Bayerische Motoren Werke AG

Europe • 23 Mar 2026

Infineon Technologies AG

United States • 23 Mar 2026

Chevron Corp