CIO Insights 3Q25: The Global Pivot

Time in the market beats timing the market

CIO Asset Allocation

Global • Featured

CIO Insights 3Q25: The Global Pivot

Time in the market beats timing the market.

Global • Featured

Asset Allocation - The Era of Big Beautiful Fiscal Excesses

Global • Featured

Market Pulse: Tug of War

Global • Featured

Asset Allocation: Cross-Asset Strategies for Middle East Uncertainties

Global • Featured

Thematic 3Q25 - New World Order

Equity Strategy

United States • Featured

US Equities 3Q25 – Policy Cross-Currents

Current headwinds are a result of policy uncertainties unleashed by Trump's administration

Global • Featured

Korea Equities: From Turmoil to Take Off, Korean Market Roars on Reform

Global • Featured

Global Insurers: Asia Leads, Dividends Support Europe

Global • Featured

Global Technology: Segments Facing Disruption in the Age of AI

Global • Featured

Equities Weekly: China’s Equity Revival – From Truce to Traction

Fixed Income Strategy

Global • Featured

Global Credit 3Q25 - Stagflation Resistant Bonds

Fixed income investors should be prepared for stagflationary outcomes

Global • Featured

Global Rates 3Q25 - Bond Vigilantes Lurk

Global • Featured

Credit Strategy: Emerging Concerns About a “Mar-a-Lago Accord”

Global • Featured

Credit Strategy | Soft-Landing Until Proven Otherwise

Global • Featured

Fixed Income Weekly: Fed Easing Bets Hinge on Weaker Labour Market

FX Strategy

Global • 1 Sep 2025

The USD is not out of the woods yet

USD and FOMC, CNY and US-China trade talks, and IDR and protests.

Global • 28 Aug 2025

FOMC to matter more after BSP and BOK decisions today

Global • 28 Aug 2025

FX Quarterly 3Q 25: Bearish USD, bullish JPY under Fed’s shadow

Global • 27 Aug 2025

Guarding against complacency – Fed’s independence risks vs. France’s political crisis

Global • 26 Aug 2025

USD whips on data but wilts on Trump

Alternatives

Global • Featured

Private Assets & Hedge Funds 3Q25 - The Volatility Antidote

Private assets and hedge funds offer a way to cushion drawdowns due to interest rate volatility shocks

Global • Featured

Gold 3Q25: Stars Aligning Under A New World Order

Global • Featured

Alternatives: How Bitcoin Offers “Digital Scarcity”

Global • Featured

Alternatives: Stablecoin Regulations and Implications

Global • Featured

Alternatives: Liquidity Brings New Bitcoin ATH

Commodities

Global • Featured

Commodities 3Q25: In Limbo

Stay cautious on industrial metals and agricultural commodities amid continued policy uncertainty and macroeconomic weakness

Global • Featured

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

Global • Featured

Commodities 1Q25 – Still Waiting

Global • Featured

Global Oil & Gas: Resurgence of US Upstream Players

Global • 8 Apr 2025

Commodities 2Q25 – Good Start to the Year

Global Economics

Global • 29 Aug 2025

US 50% Tariffs Hit India and French Political Instability

Global • 22 Aug 2025

All Eyes on Powell’s Jackson Hole Speech

Global • 15 Aug 2025

Fed’s Easing Expected Despite Inflation Risk Ahead

Global • 8 Aug 2025

Intensifying Sectorial Tariffs and US-India Tension

Research Updates

Asia ex-Japan • 1 Sep 2025

Asia ex-Japan Equities

Europe • 1 Sep 2025

Anheuser-Busch Inbev

United States • 1 Sep 2025

Freeport-McMoRan

United States • 1 Sep 2025

Hesai Technology

United States • 1 Sep 2025

Estee Lauder Companies