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: Tariff Burden

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

Europe • Featured

Europe Equities 3Q25 - Defensive Strengths Amid Trade Headwinds

Japan • Featured

Japan Equities 3Q25 – Navigating a Delicate Balance

Global • Featured

Hong Kong Financials: Impact from Low HIBOR Manageable

Global • Featured

Equities Weekly: Japan Equities – Reform Momentum Endures Amid Trade and Policy Headwinds

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 • 17 Jul 2025

USD tempest as speculation grows over an early Powell exit

Trump threats and Japanese elections on watch.

Global • 16 Jul 2025

USD’s correction could take a breather

Global • 15 Jul 2025

US CPI surprise may not echo jobs report impact

Global • 14 Jul 2025

Downside risks in the EUR, GBP, and JPY

Developed Mkts • 14 Jul 2025

Global Currencies 3Q25 – A Weaker USD Trajectory

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: Liquidity Brings New Bitcoin ATH

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 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 • 18 Jul 2025

More Sector-Specific Tariffs Expected

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

Research Updates

United States • 18 Jul 2025

Apple

United States • 18 Jul 2025

BlackRock

Asia ex-Japan • 18 Jul 2025

Taiwan Semiconductor Manufacturing Co Ltd

United States • 18 Jul 2025

Abbvie Inc

Asia ex-Japan • 18 Jul 2025

Wharf