CIO Insights 1Q25: Game Changers

Geopolitical tension and Trump 2.0 present a whole new ballgame

CIO Asset Allocation

Global • Featured

CIO Insights 1Q25: Game Changers

Chief Investment Officer Hou Wey Fook calls for a barbell strategy to ensure portfolio resilience in a time of change

Global • Featured

Asset Allocation 1Q25 – A New World Order

United States • Featured

US Equities 1Q25 – Only Game in Town

Europe • Featured

Europe Equities 1Q25 – Slower for Longer

Global • 13 Jan 2025

Multi-Asset Weekly: US Data Puts Pressure on Global Equities

Equity Strategy

United States • Featured

US Equities 1Q25 – Only Game in Town

US outperformance expected to persist given impending taxation cuts, and fiscal and monetary policy tailwinds

Europe • Featured

Europe Equities 1Q25 – Slower for Longer

Global • Featured

Global Aerospace: Shifting Gears from Engine OEMs to Aircraft OEMs

Asia ex-Japan • Featured

Asia ex-Japan Equities 1Q25 - Selective Opportunities

Global • Featured

Equities Weekly | US Equities – Deregulation Propelling Growth in Financials

Fixed Income Strategy

Global • Featured

Global Credit 1Q25 – Making Bonds Great Again

Trump 2.0 a tailwind for bonds despite rates volatility; expect a gradual easing trajectory on economic strength

Developed Mkts • Featured

Global Rates 1Q25 – Navigating the Trump Landscape

Global • Featured

Credit Strategy | Soft-Landing Until Proven Otherwise

Global • Featured

Navigating US Elections: An Asian Perspective

Global • Featured

Fixed Income Weekly | Brace for a December Rate Cut Despite Sticky Inflation

FX Strategy

Developed Mkts • Featured

Global Currencies 1Q25 - USD to Stay Supported

US election outcome feeds into the cyclically-driven USD-positive narrative

Global • 14 Jan 2025

USD’s rally paused, eyeing US inflation and Bessent’s hearing

Global • 13 Jan 2025

An eventful week ahead for the USD

Global • 9 Jan 2025

FOMC minutes signal more USD upside

Global • 8 Jan 2025

Wake-up call on US economy and rates, and Trump’s second term

Alternatives

Global • Featured

Alternatives 1Q25: Gold – Resilience with Alternatives

The structural case for gold remains compelling as US fiscal deficit looks set to grow under Trump

Global • Featured

Alternatives 1Q25: Private Assets – Resilience with Alternatives

Global • Featured

Alternatives | The Value in Bitcoin Volatility

Global • Featured

Gold: Another record high in the books

Global • 1 Nov 2024

Alternatives - Private Assets | The Enduring Value of Co-Investments in Uncertain Times

Commodities

Global • Featured

Commodities 1Q25 – Still Waiting

Potential tariff hikes under Trump 2.0 pose demand risk for industrial metals and agricultural commodities, while US energy security agenda to cap oil prices

Global • Featured

Commodities 4Q24: Stay Selective

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 • 3 Jul 2024

Commodities 3Q24: Regaining Momentum

Global Economics

Global • 10 Jan 2025

Steady Outlook Ahead

Global • 13 Dec 2024

Rate Cut Outlook on Track

Global • 6 Dec 2024

Slowing Disinflation

Global • 29 Nov 2024

"Trump Trade" Lifts US Consumer Confidence

Research Updates

Asia ex-Japan • 14 Jan 2025

Meituan

Asia ex-Japan • 14 Jan 2025

Tencent Holdings Ltd

Asia ex-Japan • 14 Jan 2025

JD.com

Asia ex-Japan • 14 Jan 2025

Alibaba Group

United States • 14 Jan 2025

Delta Air Lines Inc