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: Yield Surge

United States • Featured

US Equities: Riding the AI Capex Cycle via US Financials

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

Global Equities: Winners in an Age of Energy Security

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

Developed Mkts • Featured

Global Rates 3Q26 – Overheating Risks

Global • Featured

Fixed Income Weekly: Yields Defy Muted Inflation

Singapore • 1 Oct 2026

SGD Rates: Biased to flatten

Global • 1 Oct 2026

Fixed Income Weekly: Softer PCE Dims October Hike Risk

FX Strategy

Global • 1 Oct 2026

Tempered USD as Oct Fed hike risk eases

USD tempered post-PCE while JPY softens on uncertain BOJ path.

Global • 30 Sep 2026

US consumer confidence cracked before PCE and NFP data releases

Global • 30 Sep 2026

FX Quarterly 4Q 26: Fed hikes and US Midterms

Global • 29 Sep 2026

Caught in the cross currents

Global • 24 Sep 2026

USD lifted by strong data and higher US rates

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 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 • 25 Sep 2026

Extension of Trade Truce

Global • 18 Sep 2026

More hikes ahead for the Fed and ECB

Global • 11 Sep 2026

Regional Policy Watch

Global • 4 Sep 2026

Hawkish Warsh Shifts Market Focus to Data

Research Updates

Asia ex-Japan • 30 Sep 2026

BOC Aviation Ltd

United States • 30 Sep 2026

Taiwan Semiconductor Manufacturing Co Ltd

United States • 30 Sep 2026

Affirm Holdings Inc

Europe • 29 Sep 2026

Bayerische Motoren Werke AG

Asia ex-Japan • 29 Sep 2026

Trip.com