CIO Insights 3Q26: Power Play

Stay invested and diversified

CIO Asset Allocation

Global • Featured

CIO Insights 3Q26: Power Play

Stay invested, stay diversified

Global • Featured

Asset Allocation 3Q26 – War, Inflation & Capex

Global • Featured

The Rise of Energy Security

Global • Featured

Market Pulse: Oil, Tariffs & Inflation

United States • Featured

US Equities: Riding the AI Capex Cycle via US Financials

Equity Strategy

United States • Featured

US Equities 3Q26 - Fundamentally Strong, Tactically Fragile

Cushion against short-term macro turbulence by balancing exposure to US momentum stocks with exposure to defensive names

Europe • Featured

Europe Equities 3Q26 – Market in Transition

Asia ex-Japan • Featured

AxJ Equities 3Q26 – Resilience in the Crosswinds

Global • Featured

Global Equities: Winners in an Age of Energy Security

Global • Featured

ASEAN Equities: Improving Investment Conditions

Fixed Income Strategy

Global • Featured

Global Credit 3Q26 - The Cost of Conflict

With AI unlikely to lower inflation in the near term, high-quality credit remains preferred

Developed Mkts • Featured

Global Rates 3Q26 – Overheating Risks

Global • 30 Jul 2026

Fixed Income Weekly: Fed Hold Rattles Long End

Singapore • 30 Jul 2026

Singapore: Complementary fiscal-monetary policies from a position of strength

United States • 29 Jul 2026

USD Rates: Flattish curve as long as hikes are in play

FX Strategy

Global • 30 Jul 2026

Guidance divergences weigh on the USD

Warsh’s “hall of mirrors” sank USD.

Global • 29 Jul 2026

Loud hawkish USD longs risk quiet FOMC

Global • 28 Jul 2026

DM-Asian currencies split on asymmetric risks

Global • 27 Jul 2026

A reticent Fed amid Trump fatigue

Global • 24 Jul 2026

Staying nimble amid twin global risks

Alternatives

Global • Featured

Alternatives 2Q26 - Looking Past the Volatility

Remain bullish on gold as debasement and geopolitical risks rise; Seek alpha in private assets and hedge funds

Global • Featured

Thematic Strategy: Sports Investment Update

Global • Featured

Scarcity: Less is More

Global • Featured

Digital Assets: A Time to Sow, not to Reap

Global • 6 Jul 2026

Alternatives Strategy: Bitcoin – Micro Strategy, Macro Vulnerability

Commodities

Global • Featured

Commodities 3Q26 - A Fragmented Bull Market

Iran war supply disruptions bolster commodities as inflation hedges, but selectiveness is still warranted

Global • Featured

Thematic 3Q26 – Rise of Energy Security

Global • Featured

Rare Earths: From Scarcity to Strategic

Global • Featured

Global Oil & Gas: Resurgence of US Upstream Players

Global • 2 Apr 2026

Commodities 2Q26 - Scarcity, Security, and Strategic Demand

Global Economics

Global • 24 Jul 2026

Inflation vs. Interest Rates

Global • 17 Jul 2026

Inflation Takes a Breather

Global • 10 Jul 2026

Renewed Middle East Tensions

Global • 3 Jul 2026

G7 Signals Patience on Rate Hikes

Research Updates

Asia ex-Japan • 30 Jul 2026

Hongkong Land

Asia ex-Japan • 27 Jul 2026

Suntec REIT

Asia ex-Japan • 27 Jul 2026

StarHub

Asia ex-Japan • 24 Jul 2026

Keppel DC REIT

Asia ex-Japan • 24 Jul 2026

OCBC