CIO Insights 1Q26: The Long Game

Stay invested and diversified

CIO Asset Allocation

Global • Featured

CIO Insights 1Q26: The Long Game

Stay invested, stay diversified

Global • Featured

Asset Allocation 1Q26 – An Era of Extremes

Global • Featured

Live Long and Prosper

Global • Featured

Market Pulse: Uncertainties Reign

Global • Featured

Implications of the Venezuela Conflict

Equity Strategy

United States • Featured

US Equities 1Q26 - The Return to Quality

Seek resilience via quality plays; maintain constructive view on US equities

Europe • Featured

Europe Equities 1Q26 - Cyclical Upside with Selective Conviction

Asia ex-Japan • Featured

Asia ex-Japan Equities 1Q26 - From Jitters to Resurgent Growth

Japan • Featured

Japan Equities 1Q26 - Steering Through Changes

Global • Featured

Equities Weekly: US Financials – Still Printing Money

Fixed Income Strategy

Global • Featured

Global Credit 1Q26 - Hedge and Seek

As global rate cuts gain momentum, credit continues to outpace cash

Developed Mkts • Featured

Global Rates 1Q26 - Towards Neutral

Global • Featured

Credit Quality Is Starting To Matter

Global • Featured

Credit Strategy: The Tipping Point for TIPS

South Korea • 27 Feb 2026

KRW Rates: Are KTB Yields Near Peak?

FX Strategy

Global • 25 Feb 2026

SOTU clarity needed to calm policy and security volatility

Hoping for SOTU to break deadlocked markets.

Global • 23 Feb 2026

Thoughts on the US Supreme Court’s tariff ruling

Global • 19 Feb 2026

USD higher on holiday short-covering, downtrend intact

Global • 19 Feb 2026

DEER: Diminishing exceptionalism for the USD

Global • 13 Feb 2026

JPY strengthens amid de-risking and tech slippage

Alternatives

Global • Featured

Alternatives 1Q26 - Finding True Diversification

Physical gold offers investors a way to express scarcity. Meanwhile, Buffett’s waning edge signals the end of easy alpha

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 • 27 Feb 2026

US Tariffs Drama

Global • 20 Feb 2026

Fed Rate Cuts in 2H26

Global • 13 Feb 2026

US Jobs Rebound; Japan’s Landmark Election

Global • 6 Feb 2026

Politics, Trade, and Budgets

Research Updates

United States • 27 Feb 2026

Affirm Holdings Inc

Asia ex-Japan • 27 Feb 2026

Wharf

Asia ex-Japan • 27 Feb 2026

Lenovo Group

Asia ex-Japan • 27 Feb 2026

Swire Properties

Asia ex-Japan • 27 Feb 2026

Li Auto Inc