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: Desensitised

Global • Featured

Asset Allocation: Middle East Conflict Update

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 Banks: Resilience Shines Through

Global • Featured

Renewables: A Quiet Runner

Global • Featured

Equities Weekly: US Equities – Robust Earnings Cycle

Fixed Income Strategy

Global • Featured

Credit Strategy: The Tipping Point for TIPS

Ultra-long duration TIPS look attractive

India • 5 May 2026

India: Ruling BJP’s strong results in key state elections

United States • 5 May 2026

USD Rates: Labour market resilience amidst Quarterly refunding and Middle East risks

Global • 4 May 2026

G3 Rates: Lifting Yield forecasts

Global • 4 May 2026

Rates: Reprieve amidst lower oil

FX Strategy

Global • 4 May 2026

Transition challenges at the Fed amid “off-ramp” hopes at the Trump-Xi summit

The USD could extend its decline from April into May.

United States • 30 Apr 2026

Global central banks’ monetary stance against energy price pressures

Global • 29 Apr 2026

Watch out for surprises ahead of May 1 deadline

Global • 28 Apr 2026

Neutral to optimistic tendencies ahead of vote and policy decisions

Global • 23 Apr 2026

The race to beat the war powers clock

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

Scarcity: Less is More

Global • Featured

Digital Assets: A Time to Sow, not to Reap

Global • Featured

Alternatives: Harness Diversified Private Credit Strategies to Stay Ahead in Volatile Markets

Global • 21 Apr 2026

Private Credit: Fundamentals Over Flows

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 • 24 Apr 2026

Uncertainty Holds

Global • 17 Apr 2026

Rising Risk of Stagflation

Global • 10 Apr 2026

A Conditional Ceasefire

Global • 27 Mar 2026

Shadow of Stagflation

Research Updates

Asia ex-Japan • 5 May 2026

Krung Thai Bank

United States • 5 May 2026

Teradyne

Asia ex-Japan • 5 May 2026

PetroChina Co Ltd

Asia ex-Japan • 5 May 2026

China Mobile

Asia ex-Japan • 5 May 2026

Alibaba Group