CIO Insights 3Q26: Power Play

Stay invested and diversified

CIO Asset Allocation

Global • Featured

CIO Insights 3Q26: Power Play

Stay invested, stay diversified

Global • Featured

Asset Allocation 3Q26 – War, Inflation & Capex

Global • Featured

The Cryptocurrency Handbook

Global • Featured

Market Pulse: Investor Desensitisation

United States • Featured

US Equities: Navigating Rising Yields & Concentration Risks

Equity Strategy

United States • Featured

US Equities 3Q26 - Fundamentally Strong, Tactically Fragile

Cushion against short-term macro turbulence by balancing exposure to US momentum stocks with exposure to defensive names

Europe • Featured

Europe Equities 3Q26 – Market in Transition

Asia ex-Japan • Featured

AxJ Equities 3Q26 – Resilience in the Crosswinds

Global • Featured

Global Equities: Winners in an Age of Energy Security

Global • Featured

ASEAN Equities: Improving Investment Conditions

Fixed Income Strategy

Global • Featured

Global Credit 3Q26 - The Cost of Conflict

With AI unlikely to lower inflation in the near term, high-quality credit remains preferred

Developed Mkts • Featured

Global Rates 3Q26 – Overheating Risks

South Korea • 17 Jul 2026

South Korea markets: Twin tightening – rate hike and ETF regulation

Mainland China • 17 Jul 2026

North Asia rates: The diverging monetary policy trades

India • 17 Jul 2026

INR rates: Shrugging off softer conditions

FX Strategy

Global • 17 Jul 2026

EUR defies bears on policy guidance divergence

Eyeing a break above 1.15 for EUR/USD.

Global • 16 Jul 2026

Taking stock of our trade ideas in the KRW and NZD

Global • 15 Jul 2026

Overextended USD longs face a reality check

Global • 13 Jul 2026

Bracing for Warsh’s hearings and US CPI data

United States • 9 Jul 2026

Taking the Middle East stress in stride

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 • 6 Jul 2026

Alternatives Strategy: Bitcoin – Micro Strategy, Macro Vulnerability

Commodities

Global • Featured

Commodities 3Q26 - A Fragmented Bull Market

Iran war supply disruptions bolster commodities as inflation hedges, but selectiveness is still warranted

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 • 2 Apr 2026

Commodities 2Q26 - Scarcity, Security, and Strategic Demand

Global Economics

Global • 17 Jul 2026

Inflation Takes a Breather

Global • 10 Jul 2026

Renewed Middle East Tensions

Global • 3 Jul 2026

G7 Signals Patience on Rate Hikes

Global • 26 Jun 2026

Warsh's Policy Bind

Research Updates

Asia ex-Japan • 15 Jul 2026

Unilever Indonesia

Asia ex-Japan • 15 Jul 2026

Pertamina Geothermal Energy

Asia ex-Japan • 15 Jul 2026

Bank Rakyat Indonesia

Japan • 14 Jul 2026

Japan Equities

Europe • 14 Jul 2026

Europe Equities