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: Trifecta Boost

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 Semiconductors (Equipment Makers): Backend to Shine

Global • Featured

Luxury Equities: Selective Investment Opportunities Amid Subdued Outlook

Global • Featured

Equities Weekly: Japan Equities – Trade Clarity Fuels TOPIX Rally Despite Policy Uncertainties

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 • 18 Aug 2025

Market pricing vs. Fed pushback

Examining two currencies for policy divergences with the Fed – the NZD is nearing the end of RBNZ's easing cycle, and the JPY for a rate hike later this year.

Global • 14 Aug 2025

Bad news = good news; markets front-run September Fed cut

Global • 11 Aug 2025

FX Daily: Tuning in to US CPI, tuning out the noise

Global • 8 Aug 2025

US CPI and Jackson Hole – twin tests for the USD ahead

Global • 31 Jul 2025

DXY’s July rebound meets resistance in price channel

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: A Closer Look at the Dynamics of Investing

Global • Featured

Commodities 1Q25 – Still Waiting

Global • Featured

Global Oil & Gas: Resurgence of US Upstream Players

Global Economics

Global • 15 Aug 2025

Fed’s Easing Expected Despite Inflation Risk Ahead

Global • 8 Aug 2025

Intensifying Sectorial Tariffs and US-India Tension

Global • 1 Aug 2025

FOMC's Uncommittable Stance on Sep Rate Cut

Global • 25 Jul 2025

Intensified Pressure on Powell

Research Updates

Asia ex-Japan • 18 Aug 2025

Asia ex-Japan Equities

United States • 18 Aug 2025

Duke Energy Corp

United States • 18 Aug 2025

Conocophillips

United States • 18 Aug 2025

Nvidia

United States • 18 Aug 2025

Occidental Petroleum