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Insights
Expert views, diverse perspectives
Tap into deep local expertise with global insights designed to help you grow across borders.
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Three takeaways from a turbulent first half
Avoid overconcentration in US assets as global economic balance of power…
12 Jun 2025
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Can tariffs stem fading US exceptionalism?
We still have a bias for US assets, although it is increasingly importan…
27 Mar 2025
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Reducing U.S. concentration, rotating to Asia
The days of simply investing in a few U.S. single stocks are gone. Asia …
19 Jun 2025
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How to select the best ETF for your investing needs
When the rubber hits the road – what can you do to turn investment strat…
15 May 2025
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How should investors prepare for a weaker USD?
A weaker USD environment is something we have not been used to for a lon…
07 Aug 2025
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Is the China equity recovery durable?
China’s equity recovery warrants closer attention, given easing trade rh…
31 Jul 2025
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Buckle up, as Trump “fixes” America
Investors should have their asset allocation in order, with a tilt towar…
14 Nov 2024
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India: a widening range of investment opportunities awaits
India provides investors with a more diversified set of opportunities to…
26 Sep 2024
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How to position ahead of a Fed easing cycle
A diversified portfolio capitalising on opportunities as the economic si…
12 Sep 2024
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A sceptic’s guide to 2025
There are three specific risks we would monitor closely as we progress t…
09 Jan 2025
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Resilient investing starts with a strong foundation
Long-term success is not built on hype – investing requires structure, d…
28 Aug 2025
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All-or-nothing approach to investing has got to stop
Instead of making over-concentrated investments that could threaten your…
17 Jul 2025
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Preparing for a volatile, but profitable summer
Markets could experience summer jitters, but investors should be ready t…
04 Jul 2025
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The equity market correction – was that it?
Investors are better-placed by sticking to disciplined long-term investm…
04 Sep 2025
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Riding the equities wave
A friend of mine is a keen surfer. He often reminds me that catching the…
07 Mar 2024
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A potential turnaround for Chinese equities in 2024?
China’s equity markets have been volatile this year. The Shanghai Compos…
29 Feb 2024
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US presidential election: Bullish or bearish for markets?
Former President Donald Trump is poised for a face-off with President Jo…
27 Mar 2024
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Turning uncertainties into opportunities
The world is never short of surprises. Not too long ago, money markets w…
18 Apr 2024