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: My War, Your Problem

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

United States • Featured

US Equities: Navigating Iranian War Scenarios

Global • Featured

Global Software: Will Your Subscription Cost Less Due to AI?

Global • Featured

Korea Equities: Growth Story Remains Intact

Global • Featured

Equities Weekly: China Healthcare – From Derivative to Definitive

Fixed Income Strategy

Global • Featured

Credit Strategy: The Tipping Point for TIPS

Ultra-long duration TIPS look attractive

Asia ex-Japan • 10 Apr 2026

Asia rates: EM rates repairments

Global • 10 Apr 2026

Commodities- Gold: Gold Treads Water Ahead of US CPI Amid Ceasefire Doubts

Global • 9 Apr 2026

Fixed Income Weekly: Inflation Risks Remain Elevated

India • 9 Apr 2026

India markets: Neutral pause

FX Strategy

Global • 10 Apr 2026

Breaking down the markets’ resilience ahead of Islamabad talks

VIX volatility index is below the Operation Epic Fury level.

Global • 9 Apr 2026

USD weighed ahead of US-Iran weekend talks

Global • 7 Apr 2026

Mean reversion on hopes of a managed conflict in the shadow of stagflation

Global • 2 Apr 2026

A dead cat bounce risk

Global • 30 Mar 2026

Counting down to more risk aversion

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 • 26 Feb 2026

Alternatives: The ABCs of BDC Volatility

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 • 10 Apr 2026

A Conditional Ceasefire

Global • 27 Mar 2026

Shadow of Stagflation

Global • 20 Mar 2026

Central Banks’ Cautious Stance on Oil Shocks

Global • 13 Mar 2026

Inflation Worries

Research Updates

Asia ex-Japan • 10 Apr 2026

Bangkok Dusit Medical Services

Asia ex-Japan • 10 Apr 2026

Airports of Thailand

Asia ex-Japan • 10 Apr 2026

Singapore Exchange

United States • 10 Apr 2026

Abbvie Inc

Asia ex-Japan • 10 Apr 2026

CDL Hospitality Trusts