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: No Easy Way Out

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

Global • Featured

Global Technology: Resilient Fundamentals Amid Market Turbulence

Global • Featured

US Hotels: Souring Year as Geopolitical Tensions Bite

Global • Featured

China Technology: Innovating the Future (Part 3)

Global • Featured

Equities Weekly: Global Equities - Energy Outperform on Oil Price Surge

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

India • 2 Apr 2026

India markets: Further steps to defend the currency

United States • 2 Apr 2026

USD Rates: Keep an eye on the labour market

Global • 2 Apr 2026

Fixed Income Weekly: Watching for Labour Market Strain

FX Strategy

Global • 2 Apr 2026

A dead cat bounce risk

US equities sold off in the past 9 Thursdays.

Global • 30 Mar 2026

Counting down to more risk aversion

Global • 27 Mar 2026

FX Quarterly 1Q 26: The USD’s war-driven haven trap

Global • 27 Mar 2026

USD’s haven status has a narrowing shelf life

Global • 24 Mar 2026

USD and oil eases amid hopes of US-Iran talks

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 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 • 27 Mar 2026

Shadow of Stagflation

Global • 20 Mar 2026

Central Banks’ Cautious Stance on Oil Shocks

Global • 13 Mar 2026

Inflation Worries

Global • 6 Mar 2026

Middle East Conflict

Research Updates

Asia ex-Japan • 2 Apr 2026

China Overseas Land

Asia ex-Japan • 2 Apr 2026

BYD Company

Asia ex-Japan • 2 Apr 2026

Hysan Development

Asia ex-Japan • 31 Mar 2026

China Merchants Bank

Asia ex-Japan • 30 Mar 2026

Asia ex-Japan Equities