CIO Insights 4Q25: Ride The Trend

Stay invested and diversified

CIO Asset Allocation

Global • Featured

CIO Insights 4Q25: Ride The Trend

Stay invested and diversified.

Global • Featured

US Government Shutdown: Implications for Risk Assets

Global • Featured

Market Pulse: Turning Points

Global • Featured

FOMC: A Land of Dissonance and Contradictions

Global • Featured

Asset Allocation - The Era of Big Beautiful Fiscal Excesses

Equity Strategy

United States • Featured

US Equities 3Q25 – Policy Cross-Currents

Current headwinds are a result of policy uncertainties unleashed by Trump's administration

Mainland China • Featured

China Equities: Establishing a Stronger Foundation

Global • Featured

Global Banks: Excess Capital, Dividends in the Spotlight

Global • Featured

Global Technology: Segments Facing Disruption in the Age of AI

Global • Featured

Equities Weekly: China’s Market – Structural Re-rating Gains Momentum

Fixed Income Strategy

Global • Featured

Global Credit 3Q25 - Stagflation Resistant Bonds

Fixed income investors should be prepared for stagflationary outcomes

Global • Featured

Global Rates 3Q25 - Bond Vigilantes Lurk

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

FX Strategy

Global • 7 Oct 2025

Balancing political risks between Japan, France, and the US

Rotating political risks in G3.

Global • 6 Oct 2025

Takaichi’s victory, US shutdown, and a shot at a US-China trade agreement

Global • 3 Oct 2025

Understated FX volatility amid numerous risks

Global • 29 Sep 2025

USD faces a crossroad into 4Q

Global • 26 Sep 2025

USD rebound on US data revisions and soaring AI spending

Alternatives

Global • Featured

Private Assets & Hedge Funds 3Q25 - The Volatility Antidote

Private assets and hedge funds offer a way to cushion drawdowns due to interest rate volatility shocks

Global • Featured

Gold 3Q25: Stars Aligning Under A New World Order

Global • Featured

Alternatives: How Bitcoin Offers “Digital Scarcity”

Global • Featured

Alternatives: Stablecoin Regulations and Implications

Global • Featured

Alternatives: Harness Diversified Private Credit Strategies to Stay Ahead in Volatile Markets

Commodities

Global • Featured

Commodities 3Q25: In Limbo

Stay cautious on industrial metals and agricultural commodities amid continued policy uncertainty and macroeconomic weakness

Global • Featured

Global Oil & Gas: Dawn of New Era for US Shale Oil

Global • Featured

Commodities 1Q25 – Still Waiting

Global • Featured

Global Oil & Gas: Resurgence of US Upstream Players

Global • 8 Apr 2025

Commodities 2Q25 – Good Start to the Year

Global Economics

Global • 3 Oct 2025

Global Jitters: US Shutdown and Japan LDP Vote

Global • 26 Sep 2025

Navigating Tighter US Visa Regulations

Global • 19 Sep 2025

Fed Eases into Uncertainty

Global • 12 Sep 2025

Divergent Paths for the Fed and ECB

Research Updates

Asia ex-Japan • 7 Oct 2025

Asia ex-Japan Equities

United States • 7 Oct 2025

US Equities

Japan • 7 Oct 2025

Japan Equities

Europe • 7 Oct 2025

Europe Equities

United States • 6 Oct 2025

Advanced Micro Devices