CIO Insights 4Q26: Resilience Rewarded

Stay invested for the long term

CIO Asset Allocation

Global • Featured

CIO Insights 4Q26: Resilience Rewarded

Stay invested for the long term

Global • Featured

Asset Allocation 4Q26 – Navigating a Midlife Crisis

Global • Featured

The Rise of Energy Security

Global • Featured

Market Pulse: Bonds as Risk Diversifier

Global • 23 Oct 2026

Implications of Political and Fiscal Worries in France and Italy

Equity Strategy

United States • Featured

US Equities 4Q26 – Rotating & Broadening

The AI capex cycle continues to drive US macro and earnings resilience, but investor positioning is broadening beyond technology

Europe • Featured

Europe Equities 4Q26 – Selective Growth

Japan • Featured

Japan Equities 4Q26 – Broadening AI Opportunities

Asia ex-Japan • Featured

Asia ex-Japan Equities 4Q26 – A Blend of Income & Growth

Global • Featured

China/HK Equities: Quality on Sale

Fixed Income Strategy

Global • Featured

Global Credit 4Q26 – High Quality Isn't Always Good Quality

Investors should favour 5–7Y duration, selectively target BBB/BB issuers, and consider TIPS, agency MBS, financials, and collateralised structures

Global • Featured

Fixed Income Weekly: Yields Defy Muted Inflation

Philippines • 23 Oct 2026

Philippines: BSP steps up rate defence as challenges mount

South Korea • 23 Oct 2026

South Korea markets: Tightening bias remains intact

Mainland China • 23 Oct 2026

HKD and CNH rates – Pay opportunities emerge

FX Strategy

Global • 23 Oct 2026

Haven plays return, but not for the USD

Haven plays on geopolitical and sovereign risks.

Global • 22 Oct 2026

IDR finds footing between BI and MSCI

Global • 20 Oct 2026

NZD recovery faces RBNZ-FED test

Global • 19 Oct 2026

From Fed hikes to political and fiscal risks

Global • 15 Oct 2026

Hotter US CPI, colder feet for USD bulls

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

Gold: Not in Need of a New Story (Update)

Global • Featured

Gold: Not in Need of a New Story

Global • Featured

Digital Assets: A Time to Sow, not to Reap

Commodities

Global • Featured

Commodities 4Q26 - Stay Selectively Constructive

Commodities remain attractive for diversification and inflation protection, with selective opportunities across energy, metals and agriculture

Global • Featured

Thematic 3Q26 – Rise of Energy Security

Global • Featured

Rare Earths: From Scarcity to Strategic

Global • Featured

Global Oil & Gas: Resurgence of US Upstream Players

Global • 1 Jul 2026

Commodities 3Q26 - A Fragmented Bull Market

Global Economics

Global • 23 Oct 2026

Rising Fiscal Risks

Global • 16 Oct 2026

Inflation is Not Done Yet

Global • 9 Oct 2026

Fed Tightening and French Budget Woes

Global • 2 Oct 2026

Nonfarm Payroll Data in Focus

Research Updates

Asia ex-Japan • 21 Oct 2026

Hang Lung Properties

United States • 21 Oct 2026

Taiwan Semiconductor Manufacturing Co Ltd

Mainland China • 20 Oct 2026

China/HK Banks: Navigating the divergent yield environment

United States • 13 Oct 2026

Morgan Stanley

United States • 13 Oct 2026

Pfizer Inc