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: Concentration Fears

United States • Featured

US Equities: Navigating Rising Yields & Concentration Risks

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: Asia Tech - Riding on the Global Structural AI Demand

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

United States • 25 May 2026

Rates: Flattening amidst crosscurrents

India • 22 May 2026

India markets: Consecutive rupee lows prompt market intervention

FX Strategy

Global • 25 May 2026

USD’s fragility from peace hopes and Fed ambiguity

USD to decline in the final week of May on lower oil prices and Fed hike bets.

Global • 21 May 2026

USD slips as Trump signals advancement of talks with Iran

Global • 20 May 2026

The disconnect between the DXY and US bond yields

Global • 18 May 2026

USD strength masks structural weakness

Global • 15 May 2026

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

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 • 20 May 2026

Gold: Remain Long-term Constructive

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 • 22 May 2026

Asia’s Exports Resilience

Global • 15 May 2026

Inflation Risks Lurk

Global • 15 May 2026

Inflation Risks Lurk

Global • 8 May 2026

Fed Unlikely to Cut in 2H26

Research Updates

United States • 25 May 2026

Booking Holdings

United States • 25 May 2026

International Business Machines Corp

United States • 25 May 2026

Delta Air Lines

Europe • 25 May 2026

ING Groep NV

United States • 25 May 2026

Nvidia