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 Rise of Energy Security

Global • Featured

Market Pulse: Collision Course

United States • Featured

US Equities: Riding the AI Capex Cycle via US Financials

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

Global • Featured

Fixed Income Weekly: Yields Defy Muted Inflation

Mainland China • 4 Sep 2026

North Asia rates: Outperformers of bond sell-off

India • 3 Sep 2026

India markets: FCNR bonanza necessitates deft management

FX Strategy

Global • 4 Sep 2026

Roaring JPY may pause into long weekend, EUR eyes German state elections

Profit-taking risks into long weekend.

Global • 3 Sep 2026

JPY and CAD strengthen on hawkish undertones

Global • 2 Sep 2026

USD remains in a tug-of-war

Global • 31 Aug 2026

Warsh’s compass and the long-bond test

Global • 28 Aug 2026

Many questions, few answers expected from Warsh at Jackson Hole

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 Aug 2026

Gold: Not in Need of a New Story

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 • 4 Sep 2026

Hawkish Warsh Shifts Market Focus to Data

Global • 28 Aug 2026

Bracing for Jackson Hole Symposium

Global • 21 Aug 2026

Policy Expectations on Watch

Global • 14 Aug 2026

Diverging September Expectations

Research Updates

Asia ex-Japan • 4 Sep 2026

China Life Insurance

Asia ex-Japan • 4 Sep 2026

Sino Land

Asia ex-Japan • 4 Sep 2026

NIO Inc

Asia ex-Japan • 4 Sep 2026

XPeng Inc

Asia ex-Japan • 4 Sep 2026

Agricultural Bank of China