CIO Insights 2Q26: Resilience in Chaos

Stay invested and diversified

CIO Asset Allocation

Global • Featured

CIO Insights 2Q26: Resilience in Chaos

Stay invested, stay diversified

Global • Featured

Asset Allocation 2Q26 – Best of Times, Worst of Times

Global • Featured

The Cryptocurrency Handbook

Global • Featured

Market Pulse: Stalemate

Global • Featured

Asset Allocation: Middle East Conflict Update

Equity Strategy

United States • Featured

US Equities 2Q26 - Sectoral Regime Change

Maintain neutral stance as concerns loom over dollar assets and crowded technology exposure

United States • Featured

US Equities: Seek Opportunities in Technology and Financials

Global • Featured

Global Sportswear: Pivot to Fast Growth Categories

United States • Featured

US Equities: Navigating Iranian War Scenarios

Global • Featured

Equities Weekly: US Equities – New Era of Growth for Utilities

Fixed Income Strategy

Global • Featured

Credit Strategy: The Tipping Point for TIPS

Ultra-long duration TIPS look attractive

Mainland China • 24 Apr 2026

CNY Rates: Steepening bias as industrial activities hold

South Korea • 24 Apr 2026

South Korea markets: AI momentum reduces stagflation concerns

Indonesia • 24 Apr 2026

Indonesia and Philippines markets: IDR stays under pressure, BSP acts

Global • 23 Apr 2026

Fixed Income Weekly: Calm Markets Despite Ceasefire Extension

FX Strategy

Global • 23 Apr 2026

The race to beat the war powers clock

Tense consolidation ahead of War Powers deadline.

Global • 21 Apr 2026

Currency divergences amid Fed uncertainty and oil volatility

Global • 20 Apr 2026

A critical week for the Fed and the USD

Global • 17 Apr 2026

Relief rally on hold amid central bank resistance on rates

Global • 16 Apr 2026

USD slippage amid talks and risks of structural supply shocks

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

Scarcity: Less is More

Global • Featured

Digital Assets: A Time to Sow, not to Reap

Global • Featured

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

Global • 21 Apr 2026

Private Credit: Fundamentals Over Flows

Commodities

Global • Featured

Commodities 2Q26 - Scarcity, Security, and Strategic Demand

Favour commodities that benefit from scarcity, national security priorities, and long-term strategic demand

Global • Featured

Rare Earths: From Scarcity to Strategic

Global • Featured

Global Oil & Gas: Resurgence of US Upstream Players

Global • 24 Mar 2026

Gold: Near-Term Pressure

Global • 19 Feb 2026

Gold: Looking Past the Volatility

Global Economics

Global • 24 Apr 2026

Uncertainty Holds

Global • 17 Apr 2026

Rising Risk of Stagflation

Global • 10 Apr 2026

A Conditional Ceasefire

Global • 27 Mar 2026

Shadow of Stagflation

Research Updates

United States • 24 Apr 2026

Morgan Stanley

Asia ex-Japan • 24 Apr 2026

PDD Holdings

Asia ex-Japan • 24 Apr 2026

ICBC

Asia ex-Japan • 24 Apr 2026

BOC Aviation Ltd

Europe • 24 Apr 2026

LVMH Moet Hennessy Louis Vuitton SE