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    CIO Insights 4Q25: Ride The Trend

    Stay invested and diversified

    US Government Shutdown

    Implications for Risk Assets

    Rise of Sports Investment

    Explore the compelling investment potential of sport franchises

    New World Order

    Investment opportunities in a multipolar global landscape

    The Nuclear Renaissance

    Imagine a fossil-fuel free and abundant-energy future

    CIO Industry Guide: August 2025

    Stay up to date with our comprehensive coverage of global industries

    • Investment Strategy
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    Industries

    CIO Industry Guide: August 2025


    Global Ride-hailing: Expanding Horizons from Rides to Revenue Ecosystems


    Global Semiconductors (Equipment Makers): Backend to Shine


    Global Autos: Anticipate a Mixed 4Q EV Sales Outlook


    US Hotels: International Markets Shoulder the Growth Burden


    Global Airlines: European Carriers to Fly Ahead


    Global Alcoholic Beverages: Golden Opportunity to Buy the Dips


    Global Insurers: Asia Leads, Dividends Support Europe


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    Thematics

    Rise of Sports Investments


    Thematic Strategy 2Q25 – Opportunities Amid Uncertainty


    Space – The Next Frontier


    Luxury, Redefined


    Thematic Strategy 4Q24: The ASEAN Portfolio


    The Nuclear Renaissance


    New World Order


    Thematic Strategy: Global Technology - Temporary Hurdle Presents Investment Opportunities


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