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    CIO Insights 2Q26: Resilience in Chaos

    Stay invested and diversified

    Scarcity: Less is More

    In a world of finite resources, scarce assets are key to stronger portfolios

    Live Long and Prosper

    The benefits of investing in longer lives

    The Cryptocurrency Handbook

    Cryptocurrency represents the convergence of scarcity, ownership, & value

    CIO Industry Guide: February 2026

    Stay up to date with our comprehensive coverage of global industries

    • Investment Strategy
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    • Stocks Coverage
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    • Our Approach
    • Archive

    • Overview
    • CIO Asset Allocation
    • Equity Strategy
    • Fixed Income Strategy
    • FX Strategy

    CIO Asset Allocation

    CIO Insights 2Q26: Resilience in Chaos

    Stay invested, stay diversified

    Asset Allocation 2Q26 – Best of Times, Worst of Times


    Live Long and Prosper


    Market Pulse: Into the Unknown


    Implications of the Venezuela Conflict


    Equity Strategy

    Equities Weekly: Asia ex‑Japan Equities – Growth Resilience Meets Valuation Opportunity

    Keep abreast of the latest equity research

    Autos: Positioning on BEV Divergence Trends


    AxJ Equities 2Q26 – Where Growth Meets Capital


    DBS Stock Pulse: Fluid Middle East conflict and uncertain Fed outlook keep STI rangebound


    US Equities 2Q26 - Sectoral Regime Change


    Fixed Income Strategy

    Credit Quality Is Starting To Matter

    Continue to maintain an up-in-quality stance in both public and private credit

    Credit Strategy: The Tipping Point for TIPS


    Global Credit 2Q26 – Weighing AI’s Impact on Bonds


    USD Rates: Oil shock complicates Fed’s inflation battle


    Fixed Income Weekly: Oil Shock Complicates Rate Trajectory


    FX Strategy

    Fed’s hawkish hold may fall short of hike expectations in Europe

    Focus turns to European central banks today.

    Attrition risks vs. silver linings in Week 3


    Iranian defiance buoys oil and the USD


    Circuit breaker hope, a China Summit pivot, and the USD’s real rate trap


    USD two days up, caution today


    Alternatives

    Alternatives 1Q26 - Finding True Diversification

    Physical gold offers investors a way to express scarcity. Meanwhile, Buffett’s waning edge signals the end of easy alpha

    Scarcity: Less is More


    Digital Assets: A Time to Sow, not to Reap


    Alternatives: Harness Diversified Private Credit Strategies to Stay Ahead in Volatile Markets


    Alternatives: The ABCs of BDC Volatility


    Commodities

    Commodities 1Q26 - Rate Cut Tailwinds

    A trade truce and rate cut tailwinds contribute to a more sanguine macro-outlook for commodities in 2026

    Rare Earths: From Scarcity to Strategic


    Global Oil & Gas: Resurgence of US Upstream Players


    Global Oil & Gas: Dawn of New Era for US Shale Oil


    Gold: Looking Past the Volatility


    Global Economics

    Global • 13 Mar 2026

    Inflation Worries

    Global • 6 Mar 2026

    Middle East Conflict

    Global • 27 Feb 2026

    US Tariffs Drama

    Global • 20 Feb 2026

    Fed Rate Cuts in 2H26

    Research Updates

    Asia ex-Japan Equities

    International Consolidated Airlines Group SA

    Tesla Inc

    Capitaland Ascendas REIT

    Diamondback Energy

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