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: Goldilocks Mode

Global • Featured

Asset Allocation: Cross-Asset Strategies for Middle East Uncertainties

Global • Featured

JGB Yield Surge – What It Means for Portfolios

Equity Strategy

Europe • Featured

Europe Equities 3Q25 - Defensive Strengths Amid Trade Headwinds

Europe is poised to be a safe haven from macroeconomic headwinds

Global • Featured

Europe Equities: Hidden Champions

Global • Featured

Hong Kong Financials: Impact from Low HIBOR Manageable

Mainland China • Featured

Equity Strategy - Innovating the Future - China's Technological Trajectory (Part 2)

Global • Featured

Equities Weekly: Singapore Equities – Resilience through Quality and Yield

Fixed Income Strategy

Developed Mkts • Featured

Global Rates 2Q25 – Rethinking US Exceptionalism

US growth worries erode the yield premium of US Treasuries over G3 peers while increased military expenditure and persistent inflation worries drive up German and Japanese yields respectively

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

Asia ex-Japan • 11 Jul 2025

Asia and China rates: Lower yields on refreshed trade deals

FX Strategy

Global • 11 Jul 2025

Refrain from reloading USD shorts into the weekend

Higher US CPI and tariff risks ahead.

Global • 10 Jul 2025

VIX fell to 5-month low overnight, stabilizing risk appetite today

Global • 10 Jul 2025

USD Rates: Liquidity & cross currency basis

Global • 9 Jul 2025

Examining the DXY’s correction spillover into EUR and CHF and balancing the USD’s short- and long-term prospects

Global • 8 Jul 2025

Trump’s tariff letters add deadlines, not deals – caution still warranted

Alternatives

Global • Featured

Gold 2Q25 – A Glittering Haven

Structural bull market for gold as uncertainty under Trump 2.0 buoys short-term demand while de-dollarisation and higher global nominal GDP growth act as longer-term tailwinds

Global • Featured

Alternatives: Liquidity Brings New Bitcoin ATH

Global • Featured

Private Assets 2Q25 – Anchor in the Storm

Global • Featured

Alternatives - Private Assets | The Stability of Private Equity Amid Uncertainty

Global • Featured

Alternatives | Gold – Global Uncertainties Push Gold to New Highs

Commodities

Global • Featured

Commodities 2Q25 – Good Start to the Year

Commodities surprise with positive YTD flows and recover lost ground

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 • 11 Jul 2025

Cautious Stance on Delayed Tariffs with Limited Deals

Global • 4 Jul 2025

The Last Mile of Trade Negotiations

Global • 27 Jun 2025

Powell Pushes Back on July Cuts

Global • 20 Jun 2025

Fed Pause and Ongoing Middle East Tensions

Research Updates

Asia ex-Japan • 11 Jul 2025

City Developments

Asia ex-Japan • 11 Jul 2025

HKEx

Asia ex-Japan • 11 Jul 2025

Alibaba Group

Asia ex-Japan • 11 Jul 2025

Pinduoduo Inc

Asia ex-Japan • 11 Jul 2025

ICBC