US Presidential Elections: Market Impact

Risk assets performance has historically defied political rhetoric

CIO Asset Allocation

Global • Featured

CIO Insights 3Q24: Risk Assets in Play

For Chief Investment Officer Hou Wey Fook, a soft landing in the US bodes well for risk assets

Global • Featured

Asset Allocation 3Q24: Complicated Last Mile

Global • Featured

CIO Industry Guide: August 2024

Global • Featured

Middle East Conflict: Gold and Oil as Effective Hedges

Global • Featured

Multi-Asset Weekly: Global Equities Uplifted by Inflation Data

Equity Strategy

Global • Featured

US Equities: Stay Overweight Despite Recent Underperformance in Tech Sector

As AI evolves, we anticipate significant opportunities in the software services and applications layers

Global • Featured

ASEAN Equities: The ASEAN Portfolio

Japan • Featured

Japan Equities: Tipping Point

Global • Featured

Global Technology: Sell-off Presents Opportunity

Global • Featured

Equities Weekly | US Equities – AI's Sustainable Growth Story Amid Market Jitters

Fixed Income Strategy

Global • Featured

Credit Strategy: The Trump Effect on Bonds

Continue to switch from cash to bonds should higher yields present themselves in anticipation of a Trump victory

Global • Featured

The Golden Opportunity in Fixed Income

Global • Featured

Japan Hikes, US Debt Spikes. What Now for Bonds?

Global • Featured

Global Credit 3Q24: Tipping Point

Global • 5 Sep 2024

Fixed Income Weekly: Labour Market Data to Shape Easing Outlook

FX Strategy

Global • 4 Sep 2024

Markets on edge again from BOJ-Fed divergence

Renewed worries about yen carry trades.

Global • 3 Sep 2024

The Fed is not the only central bank looking to cut rates in September

Global • 2 Sep 2024

US jobs report and BOC rate cut this week

Global • 30 Aug 2024

USD’s descending pace softens

Global • 28 Aug 2024

NZD is looking to recover the year’s losses

Alternatives

Global • Featured

Gold & Hedge Funds 3Q24: Maximising Wealth with Uncorrelated Assets

We continue to advocate for investors to hold gold in their portfolios and hedge funds in macro strategies

Global • Featured

Approaching the Bitcoin Halving Cycle

Global • Featured

Gold: Another record high in the books

Global • Featured

Timing the Bitcoin Halving Cycle

Global • Featured

Gold: A Beneficiary of Geopolitical Risk

Commodities

Global • Featured

Commodities 3Q24: Regaining Momentum

Broad commodities see signs of revival in 2024

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 • 5 Apr 2024

Commodities 2Q24: Still on Edge

Global • 26 Dec 2023

Commodities 1Q24: Status Quo Persists

Global Economics

Global • 6 Sep 2024

All Eyes on Labour Market Data

Global • 30 Aug 2024

Cloudy Outlook Ahead

Global • 23 Aug 2024

Dovish Fed Minutes

Global • 16 Aug 2024

Growth and Inflation Continue to Moderate

Research Updates

Europe • 9 Sep 2024

Deutsche Lufthansa

Europe • 9 Sep 2024

Orsted

Europe • 9 Sep 2024

Shell

Asia ex-Japan • 6 Sep 2024

Guocoland

Asia ex-Japan • 6 Sep 2024

Daiwa House Logistics Trust