CIO Insights 2Q26: Resilience in Chaos

Stay invested and diversified

CIO Asset Allocation

Global • Featured

CIO Insights 2Q26: Resilience in Chaos

Stay invested, stay diversified

Global • Featured

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

Global • Featured

The Cryptocurrency Handbook

Global • Featured

Market Pulse: Concentration Fears

United States • Featured

US Equities: Navigating Rising Yields & Concentration Risks

Equity Strategy

United States • Featured

US Equities 2Q26 - Sectoral Regime Change

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

Mainland China • Featured

China/Hong Kong Equities: First Whiffs of a Pivot

Global • Featured

Global Semiconductors (Memory): Upcycle Momentum Intact

Global • Featured

Renewables: A Quiet Runner

Global • Featured

Equities Weekly: Asia Tech - Riding on the Global Structural AI Demand

Fixed Income Strategy

Global • Featured

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

AI disruption shifts labour, capital, and the outlook for global bond markets

Developed Mkts • Featured

Global Rates 2Q26 – At Crossroads

Global • Featured

Fixed Income Weekly: Peace Hopes Drive Rates Relief

Mainland China • 29 May 2026

HKD Rates: Steepening continues alongside higher global term premium

South Korea • 29 May 2026

South Korea markets: BOK turns hawkish

FX Strategy

Global • 29 May 2026

USD’s uncertainties to move from Iran to the Fed in June

USD faces downside risks in June.

Global • 28 May 2026

USD remains silent on US-Iran peace hopes

Global • 26 May 2026

RBNZ could boost NZD against USD and AUD

Global • 25 May 2026

USD’s fragility from peace hopes and Fed ambiguity

Global • 21 May 2026

USD slips as Trump signals advancement of talks with Iran

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 May 2026

Gold: Remain Long-term Constructive

Commodities

Global • Featured

Commodities 2Q26 - Scarcity, Security, and Strategic Demand

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

Global • Featured

Rare Earths: From Scarcity to Strategic

Global • Featured

Global Oil & Gas: Resurgence of US Upstream Players

Global • 24 Mar 2026

Gold: Near-Term Pressure

Global • 19 Feb 2026

Gold: Looking Past the Volatility

Global Economics

Global • 29 May 2026

Cost Pressure from Iran War

Global • 22 May 2026

Asia’s Exports Resilience

Global • 15 May 2026

Inflation Risks Lurk

Global • 15 May 2026

Inflation Risks Lurk

Research Updates

United States • 29 May 2026

Regeneron Pharmaceuticals

Asia ex-Japan • 29 May 2026

Kerry Properties

Asia ex-Japan • 29 May 2026

PDD Holdings

Europe • 29 May 2026

Hermes International

Asia ex-Japan • 29 May 2026

BOC Aviation Ltd