The ASEAN Advantage

A deep dive into the new tigers of Asia

CIO Asset Allocation

Global • Featured

Asset Allocation 2Q25 – The Age of Disruption

Despite our near-term cautious view on the US, we continue to stay positive on US tech given secular growth tailwinds; seek opportunities in Europe equities and safe haven assets

Global • Featured

Asset Allocation: US Debt Downgrade – What’s Next?

Global • Featured

Asset Allocation: Portfolio Resilience in Era of Policy Ambiguity

Global • Featured

Multi-Asset Weekly: Markets on the Mend but Challenges Persist

Mainland China • Featured

Equity Strategy: Innovating the Future - China's Technological Trajectory (Part 1)

Equity Strategy

United States • Featured

US Equities 2Q25 – Exceptionalism Challenged

A more defensive tilt necessary amid pursuit of "America First" agenda and policy chaos

Global • Featured

Equity Strategy | Too Early to Call DeepSeek Victory

Global • Featured

Europe Utilities: The Defensive Lynchpin

Asia ex-Japan • Featured

Asia ex-Japan 2Q25 – Navigating Trade Tariffs

Global • Featured

Equities Weekly: US Healthcare – Once Defensive, Now Under Pressure

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 | Market Relief After Trump's Inauguration May Be Short-Lived

Global • 20 May 2025

USD Rates: Watch the spending bill as long ends stays jittery

FX Strategy

Global • 20 May 2025

FX Quarterly 2Q 25: Cracks in the USD’s status

The USD faces credibility risks as investors fear a US retreat from economic policies that had underpinned the USD since World War II.

Global • 20 May 2025

Focus on US budget and Fed’s June dot plot

Global • 16 May 2025

More confusion on FX as part to trade talks; Asian FX hedging demand

Global • 14 May 2025

DXY may consolidate in a 98-102 range

Global • 13 May 2025

Trade relief is not a USD comeback

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

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

Global • 28 Feb 2025

Alternatives | Fate of Digital Gold in the Hands of Physical Gold

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 • 16 May 2025

Growth Uneven as Trade Shifts

Global • 9 May 2025

Global Growth Under Tariff Strain

Global • 2 May 2025

Growth Downgrades and Divergence

Global • 25 Apr 2025

Tariffs, Talks, and Transitions

Research Updates

Asia ex-Japan • 20 May 2025

Charoen Pokphand Foods

Asia ex-Japan • 20 May 2025

Airports of Thailand

Asia ex-Japan • 20 May 2025

Minor International

Asia ex-Japan • 19 May 2025

Asia ex-Japan Equities

United States • 19 May 2025

Advanced Micro Devices