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

CIO Industry Guide: November 2025

Global • Featured

Market Pulse: In Fed We Trust

Global • Featured

FOMC: A Land of Dissonance and Contradictions

Equity Strategy

United States • Featured

US Equities 1Q26 - The Return to Quality

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

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: Asia ex-Japan Equities – Growth Reacceleration Amid Compelling Valuation Discount

Fixed Income Strategy

Global • Featured

Fixed Income Weekly: Fed Cuts Again, Signals Liquidity Support

Keep abreast of the latest Fixed Income research

Global • Featured

Global Credit 1Q26 - Hedge and Seek

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”

FX Strategy

Global • 15 Dec 2025

FX Quarterly 4Q 25: A Lame Duck USD

Expecting more tests for the USD in year 2 of Trump 2.0.

Global • 3 Dec 2025

DM currencies looking past noise to policy divergence (

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

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 • 12 Dec 2025

Fed to Remain Dovish

Global • 12 Dec 2025

Fed to Remain Dovish

Global • 5 Dec 2025

Monetary Policy Divergence

Global • 28 Nov 2025

Renewed Fed Cut Bets

Research Updates

Asia ex-Japan • 15 Dec 2025

Singtel

Asia ex-Japan • 11 Dec 2025

Airports of Thailand

United States • 9 Dec 2025

Apple

Asia ex-Japan • 9 Dec 2025

Mapletree Industrial Trust

Asia ex-Japan • 9 Dec 2025

Perusahaan Gas Negara