CIO Insights 4Q25: Ride The Trend

Stay invested and diversified

CIO Asset Allocation

Global • Featured

CIO Insights 4Q25: Ride The Trend

Stay invested and diversified.

Global • Featured

Asset Allocation 4Q25 – The Rise of Fiscal Dominance

Global • Featured

FOMC: A Land of Dissonance and Contradictions

Global • Featured

Market Pulse: Divided Fed

Global • 3 Dec 2025

CIO Insights 1Q26: The Long Game

Equity Strategy

United States • Featured

US Equities 4Q25 - Navigating Cross-currents

Maintain conviction view on tech and downgrade energy to underweight

Global • Featured

Online Games: Rising Revenues with Collapsing Costs

Global • Featured

China Equities: Renewed Trade Tensions – More Noise Than Actions

Asia ex-Japan • Featured

Asia ex-Japan 4Q25 - Good Auspices

Global • Featured

Equities Weekly: Europe Equities – Still Positive on Europe Defence

Fixed Income Strategy

Global • Featured

Global Credit 3Q25 - Stagflation Resistant Bonds

Fixed income investors should be prepared for stagflationary outcomes

Global • Featured

Global Rates 3Q25 - Bond Vigilantes Lurk

Global • Featured

Credit Quality Is Starting To Matter

Global • Featured

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

Global • 4 Dec 2025

Fixed Income Weekly: Treasury Reversal Amid BOJ Hike Bets

FX Strategy

Global • 3 Dec 2025

DM currencies looking past noise to policy divergence (

Fed cut, ECB pause, JGB volatility, and UK budget noise.

Global • 2 Dec 2025

Monetary policy divergences themes in JPY and NZD

Global • 1 Dec 2025

USD to end 2025 on a softer note

Global • 28 Nov 2025

North Asian FX stabilization in holiday trading

Global • 27 Nov 2025

NZD outlook re-rated higher

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

Gold: Still Bullish

Global • Featured

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

Global • Featured

Alternatives: How Bitcoin Offers “Digital Scarcity”

Commodities

Global • Featured

Commodities 3Q25: In Limbo

Stay cautious on industrial metals and agricultural commodities amid continued policy uncertainty and macroeconomic weakness

Global • Featured

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

Global • Featured

Commodities 1Q25 – Still Waiting

Global • Featured

Global Oil & Gas: Resurgence of US Upstream Players

Global • 8 Apr 2025

Commodities 2Q25 – Good Start to the Year

Global Economics

Global • 28 Nov 2025

Renewed Fed Cut Bets

Global • 21 Nov 2025

Escalating China-Japan Tensions

Global • 14 Nov 2025

US Government Re-Opening

Global • 7 Nov 2025

US Fiscal in Focus

Research Updates

United States • 4 Dec 2025

Yum! Brands Inc

United States • 4 Dec 2025

McDonald's Corp

Asia ex-Japan • 3 Dec 2025

Hongkong Land

Asia ex-Japan • 3 Dec 2025

Sun Art Retail Group

Asia ex-Japan • 3 Dec 2025

Li Auto Inc