DBS Chief Investment Office Collection 2019


The DBS Chief Investment Office brings you insights and analysis on what's driving global financial markets to help you make informed investment decisions
Chief Investment Office20 Sep 2019
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    Wealth Dailies

    Find out what happened in the global markets with this morning brief.

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    CIO Insights

    Gain perspectives on the themes that will shape global markets throughout the quarter.

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    CIO Perspectives

    The DBS Chief Investment Office explains what's likely to happen in markets and why.

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    FX Tactical

    Navigate the currents in the FX markets with technical analyses from our FX strategists.

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    Wealth Dailies


    Date Report
    September 20, 2019 Stocks continue bobbing on central bank decisions
    September 19, 2019 FOMC leaves market waiting for other shoe to drop
    September 18, 2019 Markets keep close watch on oil and Fed’s decision
    September 17, 2019 Oil prices mess with market sentiment
    September 16, 2019 Stocks are poised to set new highs

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    CIO Portfolio


    Date Report
    July 16, 2019 Video: The strategy that stood the test of time
    June 25, 2019 Video: Barbell strategy VS balanced portfolio
    June 10, 2019 How to invest as it’s no more “business as usual”?
    June 10, 2019 Video: What is DBS CIO's Barbell Strategy?

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    CIO Insights


    Date Report
    August 15, 2019 Video 3Q19: Embrace the New Defensives
    August 13, 2019 Special Feature: Sustainability 2.0
    July 26, 2019 3Q19: Theme 2 – Automation & Industry 4.0
    July 25, 2019 3Q19: Theme 1 – Cloud computing
    July 24, 2019 Gold 3Q19: Rising as safe asset
    July 23, 2019 Global Currencies 3Q19: US dollar underpinned
    July 19, 2019 Global Credit 3Q19: Yield in scarcity
    July 19, 2019 Global Rates 3Q19: Guarding downside risks
    July 16, 2019 AxJ Equities 3Q19: Opportunities amid challenges
    July 16, 2019 AxJ Economy 3Q19: Back toward a downtrend
    July 15, 2019 Japan Economy 3Q19: Little to cheer about
    July 15, 2019 Japan Equities 3Q19: Lacklustre outlook
    July 10, 2019 Europe Equities 3Q19: Brexit and beyond
    July 09, 2019 Europe Economy 3Q19: Political risks are under watch
    July 05, 2019 US Equities 3Q19: Trade war blues
    July 05, 2019 US Economy 3Q19: Headwinds galore
    July 01, 2019 Asset Allocation 3Q19: Navigating trade war
    June 26, 2019 3Q19 Outlook: A Changing World
    June 26, 2019 Video 3Q19: How to invest in disruptive times
    June 25, 2019 Video 2Q19: The China A-shares market is a game changer
    May 28, 2019 2Q19: Theme 3 – Singapore REITs
    May 28, 2019 2Q19: Theme 2 – Millennial Wave: Gastronomy
    May 27, 2019 Gold 2Q19: Rising investment demand
    May 27, 2019 2Q19: Theme 1 – China A-Shares
    May 23, 2019 Fixed Income 2Q19: Fed extends its pause
    May 23, 2019 Currencies 2Q19: Dollar strength to stay
    May 23, 2019 AxJ Economy 2Q19: A bet on China stimulus
    May 03, 2019 AxJ Equities 2Q19: Beneficiary of dovish Fed
    May 03, 2019 Japan Economy 2Q19: A weaker-than-expected growth outlook
    April 25, 2019 Japan Equities 2Q19: Seek resilience
    April 24, 2019 Europe Economy 2Q19: Tilting toward weakness
    April 23, 2019 Europe Equities 2Q19: Let the dust settle
    April 16, 2019 US Equities 2Q19: A boost from the Fed's U-turn
    April 16, 2019 US Economy 2Q19: Gradualism back in play
    April 12, 2019 Video 2Q19: Are we at the cusp of a renewed bull market?
    April 08, 2019 Asset Allocation 2Q19: Cautious Optimism
    March 26, 2019 2Q19 Outlook: Lift to Win
    March 21, 2019 1Q19: Investment Theme 3 – Millennial Wave: Athleisure
    March 05, 2019 1Q19: Investment Theme 2 – World in Transition
    February 25, 2019 Video: Special Feature 1Q19 – Greater Bay Area
    February 19, 2019 1Q19: Investment Theme 1 – Global Health Care
    February 07, 2019 Currencies 1Q19: Appreciating dollar
    February 07, 2019 Gold 1Q19: A safe haven?
    January 25, 2019 Fixed Income 1Q19: Headwinds galore
    January 18, 2019 AxJ Equities 1Q19: Policy and valuation support
    January 17, 2019 Japan Equities 1Q19: Seek ROE enhancers
    January 17, 2019 Video 1Q19: Adopt a barbell strategy to maximise risk-return
    January 10, 2019 Europe Equities 1Q19: The Italian Job
    January 10, 2019 US Economy 1Q19: Business as usual
    January 08, 2019 US Equities 1Q19: Increase resilience
    January 07, 2019 Asset Allocation 1Q19: Neither feast nor famine
    December 18, 2018 1Q19 Outlook: Tug of War

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    CIO Perspectives


    Date Report
    September 20, 2019 A broadening equity rally
    September 09, 2019 China’s RRR cut to stimulate loan demand
    September 06, 2019 Video: The investor's guide to the sub-zero world
    September 04, 2019 Dip in ISM manufacturing insignificant to S&P 500
    September 02, 2019 Getting ready for a no-deal Brexit
    August 30, 2019 Video: China’s lending reform
    August 26, 2019 Favour dividend equities as bond yields disappear
    August 23, 2019 China’s lending reform – The loan prime rate
    August 16, 2019 Hong Kong-listed equities a bargain
    August 15, 2019 Yield curve inversion - Much ado about nothing?
    August 07, 2019 Bank on gold for portfollio resilience
    August 06, 2019 Tug of war: Geopolitics vs monetary easing
    August 01, 2019 "Hawkish" Fed cut positive for risk assets
    July 30, 2019 Stay constructive on Asia ex-Japan equities
    July 24, 2019 What is the impact of Fed’s “insurance cuts” on equities?
    July 18, 2019 The quest for positive yields
    July 12, 2019 Are we at the end of the equity cycle?
    June 17, 2019 Seek yield alternatives amid yield compression
    May 17, 2019 Seek “good” returns for a better world
    May 15, 2019 How will the trade war affect S&P 500 earnings?
    May 10, 2019 Ask CIO: Can China ride the trade-war storm?
    May 02, 2019 An unloved bull; stay engaged with equities
    April 30, 2019 Wey Fook explains: How to invest in volatile times
    April 18, 2019 Barbell Strategy: Resilient when volatility rises
    April 03, 2019 Yield plays to gain from dovish central banks
    April 02, 2019 Ask CIO: Will the dis-May and May-hem end? Will May end before April?
    March 08, 2019 Adopt barbell strategy for outperformance
    March 07, 2019 Ask CIO: What do NPC and CPPCC mean for China equities?
    February 26, 2019 China A-shares: Positive tailwinds
    February 25, 2019 Ask CIO: Is the flattening yield curve a warning sign?
    February 13, 2019 Surging fund flows underpin China equities
    February 12, 2019 Ask CIO: What is the outlook for Chinese e-Commerce?
    February 08, 2019 Ask CIO: Do Singapore REITS and Asia dividend stocks add portfolio resilience?
    January 30, 2019 Ask CIO: Is US Technology still attractive?
    January 09, 2019 Review of CIO calls in 2018
    January 07, 2019 China strikes first in 2019 with RRR cut

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    FX Tactical


    Date Report
    September 10, 2019 Gold (XAU/USD): Gold exhausts its rally and reverses
    September 09, 2019 GBP/USD: Brexit noise shifts the short-term veneer
    September 04, 2019 AUD/USD: Short covering via a descending wedge
    September 03, 2019 USD/JPY: Still under the cosh
    August 29, 2019 GBP/USD: Brexit-related GBP bears are back
    August 28, 2019 EUR/USD: Picking up a consolidative tone
    August 27, 2019 Silver (XAG/USD): Harvest longs ahead of saturation levels
    August 20, 2019 USD/JPY: Hemmed in a range into Jackson Hole
    August 19, 2019 GBP/USD: Counter-trend rally is in the offing
    August 14, 2019 Gold (XAU/USD): Gold does glitter
    August 13, 2019 AUD/USD: Back on thinner ice
    August 08, 2019 NZD/USD: The Kiwi gets a policy sting
    August 06, 2019 EUR/USD: Fading a corrective rally
    August 02, 2019 USD/JPY: US yields to lead the directional bias
    July 30, 2019 GBP/USD: Brexit headlines continue to drive GBP
    July 29, 2019 EUR/USD: Still trapped within a wedge pattern
    July 26, 2019 USD/CAD: An impending minor corrective bounce
    July 24, 2019 Silver (XAG/USD): Silver is bolting out to catch-up
    July 23, 2019 Gold (XAU/USD): Gold is refuelling on a dip
    July 17, 2019 NZD/USD: The kiwi continues to show resilience
    July 15, 2019 AUD/USD: The Aussie catches a bid
    July 10, 2019 Silver (XAG/USD): Silver should cool on mismatched expectations
    July 09, 2019 GBP/USD: Beneath the veneer, bears run out of momentum
    July 04, 2019 AUD/USD: It is going steadily
    June 27, 2019 Gold (XAU/USD): The gold bull awakens after a six-year slumber
    June 26, 2019 EUR/USD: Bulls replenish their oxygen tanks
    June 20, 2019 GBP/USD: Pushing higher, deeply oversold
    June 18, 2019 Silver (XAG/USD): Add longs on price corrective weakness
    June 17, 2019 AUD/NZD: Converges into a buy dip range
    June 12, 2019 AUD/USD: Two-way traffic for the near term
    June 10, 2019 EUR/USD: Short covering as bears run lean
    June 06, 2019 Gold (XAU/USD): Near-term exhaustion beckons, but outlook glows
    June 04, 2019 GBP/USD: Due for a near-term bounce higher
    June 03, 2019 USD/JPY: The JPY glow is likely to continue
    May 15, 2019 Silver (XAG/USD): Time to mull a price recovery
    May 13, 2019 EUR/USD: Playing out a grind move
    May 10, 2019 USD/JPY: The dust has yet to settle
    May 08, 2019 GBP/USD: Fade rallies, harness May’s seasonality
    May 06, 2019 AUD/USD: To complete a bear sequence
    May 02, 2019 USD/CHF: Unfolding a trend pause
    April 30, 2019 USD/JPY: Japan's holiday season & FOMC are in the mix
    April 29, 2019 EUR/USD: The bears own the coin
    April 24, 2019 NZD/USD: Tactically oversold; RBNZ still holds its dovish cards
    April 22, 2019 GBP/USD: Deadline reprieve unlikely to alter bearish bias
    April 18, 2019 Gold (XAU/USD): Entering into gold's buy zone
    April 16, 2019 Silver (XAG/USD): Silver bears know their pressure point
    April 15, 2019 EUR/JPY: Bulls are still moving the gears
    April 12, 2019 EUR/USD: EUR is looking the other way
    April 09, 2019 AUD/USD: Trading a range bind
    April 08, 2019 USD/JPY: USD loses short-term upside momentum
    April 05, 2019 EUR/USD: Not at levels to be overly bearish
    April 02, 2019 Gold (XAU/USD): Bulls get a spoiler alert
    April 01, 2019 AUD/NZD: Just a moment in the sun
    March 27, 2019 GBP/USD: Turbulence just ahead; brace, brace
    March 25, 2019 EUR/USD: Dealing from the bottom of the deck
    March 21, 2019 USD/JPY: A dovish Fed is unlikely to unsettle USD/JPY's channel range
    March 19, 2019 NZD/USD: Seek dips to find value
    March 18, 2019 AUD/USD: Piecing together a bullish trigger
    March 13, 2019 GBP/USD: GBP could rise before stronger downside pressure comes
    March 12, 2019 AUD/USD: AUD enjoys a short-term reprieve
    March 11, 2019 EUR/USD: Loss in momentum deters fresh lows for now
    March 05, 2019 Silver (XAG/USD): The silver bear is still active
    March 04, 2019 USD/JPY: A rising USD/JPY channel is in play
    February 28, 2019 Gold (XAU/USD): The ice-in-the-veins rally ends
    February 25, 2019 GBP/USD: Look for rallies to fade
    February 22, 2019 AUD/USD: AUD declines on perception of China’s port ban
    February 19, 2019 NZD/USD: The Kiwi wants to fly
    February 18, 2019 GBP/USD: Staging a short-term bounce
    February 14, 2019 EUR/USD: Unlikely to see an excessive long-drawn decline
    February 12, 2019 USD/JPY: Approaching stronger resistance levels
    February 11, 2019 Silver (XAG/USD): Silver's advance is checked by a skew in positioning
    February 04, 2019 AUD/USD: Negative factors are ignored for now
    January 31, 2019 USD/CAD: Break of key USD support augurs well for Loonie gains
    January 29, 2019 Gold (XAU/USD): Bulls placing their final touches
    January 28, 2019 EUR/USD: EUR tries the topside again
    January 25, 2019 GBP/USD: Bulls remain firmly in charge as Brexit risk premium fades
    January 23, 2019 NZD/USD: Dips look constructive in the near term
    January 21, 2019 GBP/USD: Not blowing smoke, yet
    January 15, 2019 USD/JPY: Await consolidation to fade rallies in USD/JPY
    January 14, 2019 AUD/USD: AUD shows tired legs, for now
    January 09, 2019 EUR/USD: USD is losing steam, watch out for EUR’s topside break

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