CIO Insights 4Q24: In a Sweet Spot

Rate cuts signal a likely soft landing scenario constructive for risk assets

CIO Asset Allocation

Global • Featured

CIO Insights 4Q24: In a Sweet Spot

As the Fed continues to cut rates, Chief Investment Officer Hou Wey Fook foresees a soft landing that is constructive for risk assets

Global • Featured

Asset Allocation 4Q24 – Sweet Spot

Global • Featured

CIO Industry Guide: August 2024

Global • Featured

Middle East Conflict: Gold and Oil as Effective Hedges

Global • Featured

Multi-Asset Weekly: Another Week of Rallies for Global Equities

Equity Strategy

Mainland China • Featured

China Equities: A Welcome Policy Move

Opportune time to capture liquidity flow amid US Fed rate cut, weakening USD, and investors' underweight positioning in China equities.

Global • Featured

ASEAN Equities: The ASEAN Portfolio

Mainland China • Featured

China Financials: Beneficiary of Stimulus Package

Global • Featured

Global Technology: Sell-off Presents Opportunity

Global • Featured

Equities Weekly | China Equities – Policy Stimulus Underscores Commitment to Drive Growth

Fixed Income Strategy

Global • Featured

Navigating US Elections: An Asian Perspective

Regardless of which candidate takes the helm, the environment is likely to be challenging for the rest of the world

Global • Featured

Credit Strategy: The Trump Effect on Bonds

Global • Featured

The Golden Opportunity in Fixed Income

Global • Featured

Global Credit 3Q24: Tipping Point

Asia ex-Japan • 11 Oct 2024

Asia rates: Asia govvies under pressure

FX Strategy

Global • 11 Oct 2024

MAS to keep SGD policy settings unchanged

SGD NEER appreciation pace intact.

Global • 10 Oct 2024

Chinese market volatility and US CPI to dominate FX

Global • 9 Oct 2024

Sentiment-driven and volatile amid competing cross currents

Global • 7 Oct 2024

Fed officials are unlikely to read too much into latest US jobs data

Developed Mkts • 4 Oct 2024

Global Currencies 4Q24: Dollar Weakness to Resume

Alternatives

Global • Featured

Gold & Hedge Funds 3Q24: Maximising Wealth with Uncorrelated Assets

We continue to advocate for investors to hold gold in their portfolios and hedge funds in macro strategies

Global • Featured

Approaching the Bitcoin Halving Cycle

Global • Featured

Gold: Another record high in the books

Global • Featured

Timing the Bitcoin Halving Cycle

Global • 4 Oct 2024

Alternatives | The Value in Bitcoin Volatility

Commodities

Global • Featured

Commodities 3Q24: Regaining Momentum

Broad commodities see signs of revival in 2024

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 • 5 Apr 2024

Commodities 2Q24: Still on Edge

Global • 26 Dec 2023

Commodities 1Q24: Status Quo Persists

Global Economics

Global • 11 Oct 2024

Fed Easing Stays on Track

Global • 4 Oct 2024

US Jobs Report in Focus

Global • 27 Sep 2024

Turning the Corner

Global • 20 Sep 2024

Fed Pivot Marks Start of Policy Easing

Research Updates

United States • 8 Oct 2024

FedEx Corp

United States • 8 Oct 2024

United Parcel Service

United States • 7 Oct 2024

Accenture

Asia ex-Japan • 7 Oct 2024

Bangkok Bank

Asia ex-Japan • 7 Oct 2024

OCBC