CIO Insights 3Q26: Power Play

Stay invested and diversified

CIO Asset Allocation

Global • Featured

CIO Insights 3Q26: Power Play

Stay invested, stay diversified

Global • Featured

Asset Allocation 3Q26 – War, Inflation & Capex

Global • Featured

The Cryptocurrency Handbook

Global • Featured

Market Pulse: Bull-Bear Crosscurrents

United States • Featured

US Equities: Navigating Rising Yields & Concentration Risks

Equity Strategy

United States • Featured

US Equities 3Q26 - Fundamentally Strong, Tactically Fragile

Cushion against short-term macro turbulence by balancing exposure to US momentum stocks with exposure to defensive names

Europe • Featured

Europe Equities 3Q26 – Market in Transition

Asia ex-Japan • Featured

AxJ Equities 3Q26 – Resilience in the Crosswinds

United States • Featured

US Equities: Sectoral Rotation Underway

Global • Featured

Global Technology: Decoding AI Capex Trends

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: Bear Flattening from Lingering Inflation Risks

Global • 8 Jul 2026

USD Rates: Yields reclaim key levels as USTs sold off

Global • 7 Jul 2026

USD Rates: The lull as breakevens collapsed

FX Strategy

United States • 8 Jul 2026

No real fear about oil prices and a return to all-out war

Keeping to the temporary truce playbook.

Global • 7 Jul 2026

Crowded USD longs to face reality check

Global • 6 Jul 2026

New pivots supporting JPY and NZD against USD

Global • 2 Jul 2026

Central banks united on wait-and-see stance

Global • 1 Jul 2026

Watching JPY risks and Warsh’s policy leanings

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 • 6 Jul 2026

Alternatives Strategy: Bitcoin – Micro Strategy, Macro Vulnerability

Commodities

Global • Featured

Commodities 3Q26 - A Fragmented Bull Market

Iran war supply disruptions bolster commodities as inflation hedges, but selectiveness is still warranted

Global • Featured

Thematic 3Q26 – Rise of Energy Security

Global • Featured

Rare Earths: From Scarcity to Strategic

Global • Featured

Global Oil & Gas: Resurgence of US Upstream Players

Global • 2 Apr 2026

Commodities 2Q26 - Scarcity, Security, and Strategic Demand

Global Economics

Global • 3 Jul 2026

G7 Signals Patience on Rate Hikes

Global • 26 Jun 2026

Warsh's Policy Bind

Global • 19 Jun 2026

Middle East De-escalation

Global • 12 Jun 2026

US and Japan Monetary Decisions in Focus

Research Updates

Asia ex-Japan • 8 Jul 2026

Hysan Development

Asia ex-Japan • 8 Jul 2026

Trip.com

Asia ex-Japan • 8 Jul 2026

Cathay Pacific

United States • 7 Jul 2026

Qualcomm Inc

United States • 7 Jul 2026

KLA