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: Tech Leads

Global • Featured

Asset Allocation: Cross-Asset Strategies for Middle East Uncertainties

Global • Featured

Thematic 3Q25 - New World Order

Equity Strategy

United States • Featured

US Equities 3Q25 – Policy Cross-Currents

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

Japan • Featured

Japan Equities: Fiscal and Monetary Policies to Watch Post-Elections

Global • Featured

European Oil Majors: Strategic Recalibration and Capital Discipline

Global • Featured

Luxury Equities: Selective Investment Opportunities Amid Subdued Outlook

Global • Featured

Equities Weekly: US Equities – S&P 500 Delivered Strong Earnings Beat

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 • 8 Aug 2025

US CPI and Jackson Hole – twin tests for the USD ahead

USD alert to dovish Fed signals.

Global • 31 Jul 2025

DXY’s July rebound meets resistance in price channel

Global • 29 Jul 2025

USD is weighing breakout odds against more consolidation

Global • 28 Jul 2025

FOMC & MAS previews, US-EU trade deal

Global • 24 Jul 2025

Next week’s FOMC matters more to the EUR than today’s ECB meeting

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: Stablecoin Regulations and Implications

Global • Featured

Alternatives: Liquidity Brings New Bitcoin ATH

Global • Featured

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

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: 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 • 8 Aug 2025

Intensifying Sectorial Tariffs and US-India Tension

Global • 1 Aug 2025

FOMC's Uncommittable Stance on Sep Rate Cut

Global • 25 Jul 2025

Intensified Pressure on Powell

Global • 18 Jul 2025

More Sector-Specific Tariffs Expected

Research Updates

Asia ex-Japan • 8 Aug 2025

China Life Insurance

Asia ex-Japan • 8 Aug 2025

Fortune REIT

Asia ex-Japan • 8 Aug 2025

Hang Lung Properties

Asia ex-Japan • 8 Aug 2025

Sun Hung Kai Properties

Asia ex-Japan • 8 Aug 2025

Greentown Service Group