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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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What to make of Trump’s Greenland push?
One needs to look at the US-China trade spat from last year to better un…
22 Jan 2026
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Should investors be worried in 2026?
We remain constructive on risk assets this year. That said, we believe f…
16 Jan 2026
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A health boost for portfolios
The Trump administration's latest deals with pharma companies are starti…
20 Nov 2025
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The tortoise and the hare
Slow and steady or highly dynamic – is one investment style better…
06 Jul 2023
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A new gold standard?
We see a mix of positive and negative factors BRICS countries are consid…
13 Jul 2023
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The bull vs bear debate
Is the bond market, in expecting a Fed policy pivot, overplaying the ris…
13 Apr 2023
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The future of the US Dollar
Since US “Liberation Day” import tariff hikes, the US Dollar has stayed …
15 May 2025
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Investment Diary of a CIO’s son (Part II)
A practical, in-house lesson in running an investment portfolio and mana…
05 Jun 2025
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The US ratings downgrade – should I worry?
US government bonds remain closest to the idea of a “risk-free” asset, d…
22 May 2025
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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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Fingers of instability
When the Middle East conflict began in October last year, the convention…
07 Feb 2024
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A year-end rally in US equities?
I am always interested in what clients are thinking. I especially enjoy …
09 Nov 2023
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European financial stocks – banking on more gains?
In 2026, we remain bullish on European financial sector equities, partic…
29 Jan 2026
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Are investors underestimating upside risks to markets?
Three factors could drive the equity rally further, despite widespread c…
24 Jul 2025
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Asia ex-Japan equities taking up the baton
The market focus is now moving to Asia ex-Japan.
21 Aug 2025
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Stay CALM, allocate broadly
Our investing framework is more salient in the current market turbulence…
24 Aug 2023