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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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The risk of over-investing in cash
Many clients these days consider the USD-denominated fixed deposit rate …
14 Sep 2023
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Not the end of the world
In a volatile environment, here’s a two-step approach to staying calm: e…
10 Apr 2025
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The Golden Anchor: Why recent volatility is an entry signal
Use the near-term consolidation phase to tranche into gold, as the tradi…
13 Feb 2026
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The Tried-and-Tested
Investors continue to express preference for US equities, particularly i…
27 Jun 2024
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Long-term opportunity in the Japanese yen
We believe markets expectations have now run ahead of reality The Japane…
31 May 2023
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The last samurai in developed markets
When will the Bank of Japan finally end its ultra-loose monetary policy?…
27 Jul 2023
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Why the next phase of the equity rally matters
The global equity rally is entering a new phase as AI adoption approache…
14 May 2026
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The case for Asia ex-Japan post oil peak
While the path from ceasefire to resolution appears bumpy, we see opport…
23 Apr 2026
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It’s “Advantage Asia” as the U.S. walls up
U.S. protectionism is helping accelerate trade and investment among emer…
16 Oct 2025
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