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    CIO Insights 2Q26: Resilience in Chaos

    Stay invested and diversified

    The Cryptocurrency Handbook

    Cryptocurrency represents the convergence of scarcity, ownership, & value

    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

    CIO Industry Guide: February 2026

    Stay up to date with our comprehensive coverage of global industries

    • Investment Strategy
    • Industries & Thematics
    • Stocks Coverage
    • Economics
    • 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


    The Cryptocurrency Handbook


    Market Pulse: Fragile Truce


    Asset Allocation: Middle East Conflict Update


    Equity Strategy

    US Equities 2Q26 - Sectoral Regime Change

    Maintain neutral stance as concerns loom over dollar assets and crowded technology exposure

    US Equities: Navigating Iranian War Scenarios


    Global Software: Will Your Subscription Cost Less Due to AI?


    Korea Equities: Growth Story Remains Intact


    Equities Weekly: China Healthcare – From Derivative to Definitive


    Fixed Income Strategy

    Credit Strategy: The Tipping Point for TIPS

    Ultra-long duration TIPS look attractive

    Commodities-Gold: Bifurcation between Speculators & Strategic Buyers


    SGD Rates: Frontend anchored, back end normalised


    Interest Rates Analytics, USD rates: Still elevated UST yields


    USD Rates: Wary of second round energy shock


    FX Strategy

    Breaking down the markets’ resilience ahead of Islamabad talks

    VIX volatility index is below the Operation Epic Fury level.

    USD weighed ahead of US-Iran weekend talks


    Mean reversion on hopes of a managed conflict in the shadow of stagflation


    A dead cat bounce risk


    Counting down to more risk aversion


    Alternatives

    Alternatives 2Q26 - Looking Past the Volatility

    Remain bullish on gold as debasement and geopolitical risks rise; Seek alpha in private assets and hedge funds

    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 2Q26 - Scarcity, Security, and Strategic Demand

    Favour commodities that benefit from scarcity, national security priorities, and long-term strategic demand

    Rare Earths: From Scarcity to Strategic


    Global Oil & Gas: Resurgence of US Upstream Players


    Gold: Near-Term Pressure


    Gold: Looking Past the Volatility


    Global Economics

    Global • 10 Apr 2026

    A Conditional Ceasefire

    Global • 27 Mar 2026

    Shadow of Stagflation

    Global • 20 Mar 2026

    Central Banks’ Cautious Stance on Oil Shocks

    Global • 13 Mar 2026

    Inflation Worries

    Research Updates

    Colgate-Palmolive Co

    Amazon.com

    Verizon Communications

    Astra International Tbk

    ING Groep NV

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