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: Portfolio Re-risking

Global • Featured

Thematic Strategy: Sports Investment 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

Mainland China • Featured

China/Hong Kong Equities: First Whiffs of a Pivot

Global • Featured

Global Semiconductors (Memory): Upcycle Momentum Intact

Global • Featured

Renewables: A Quiet Runner

Global • Featured

Equities Weekly: Singapore Equities – Defensive Leader

Fixed Income Strategy

Global • Featured

Global Credit 2Q26 – Weighing AI’s Impact on Bonds

AI disruption shifts labour, capital, and the outlook for global bond markets

Developed Mkts • Featured

Global Rates 2Q26 – At Crossroads

Global • Featured

Credit Strategy: The Tipping Point for TIPS

India • 15 May 2026

India markets: Fuel price hike, policy measures to deal with macro volatility

Mainland China • 15 May 2026

CNY rates: US-China Talks Support Growth Outlook

FX Strategy

Global • 15 May 2026

Trump-Xi Summit hint of economic stabilization instead of geopolitical escalation in 2H 2026

Economic stabilization focus coming?

Global • 12 May 2026

Stalemate worries vs. breakthrough hopes

Global • 8 May 2026

Pivoting for Fed patience and geopolitical de-escalation

Global • 7 May 2026

Tracking the unwinding of the fear trade

Global • 6 May 2026

Geopolitics, Fed dynamics, and oil prices shape the path

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

Thematic Strategy: Sports Investment Update

Global • Featured

Scarcity: Less is More

Global • Featured

Digital Assets: A Time to Sow, not to Reap

Global • 21 Apr 2026

Private Credit: Fundamentals Over Flows

Commodities

Global • Featured

Commodities 2Q26 - Scarcity, Security, and Strategic Demand

Favour commodities that benefit from scarcity, national security priorities, and long-term strategic demand

Global • Featured

Rare Earths: From Scarcity to Strategic

Global • Featured

Global Oil & Gas: Resurgence of US Upstream Players

Global • 24 Mar 2026

Gold: Near-Term Pressure

Global • 19 Feb 2026

Gold: Looking Past the Volatility

Global Economics

Global • 15 May 2026

Inflation Risks Lurk

Global • 15 May 2026

Inflation Risks Lurk

Global • 8 May 2026

Fed Unlikely to Cut in 2H26

Global • 24 Apr 2026

Uncertainty Holds

Research Updates

United States • 15 May 2026

Costco Wholesale

Asia ex-Japan • 15 May 2026

China Resources Beer

Asia ex-Japan • 15 May 2026

Cathay Pacific

Asia ex-Japan • 15 May 2026

China Life Insurance

Europe • 15 May 2026

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