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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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A health boost for portfolios
The Trump administration's latest deals with pharma companies are starti…
20 Nov 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 future of the US Dollar
Since US “Liberation Day” import tariff hikes, the US Dollar has stayed …
15 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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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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A most-reluctant rally?
My most recent TV interview, which was posted online with the title “Chi…
21 Mar 2024
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The sun rising again?
Japanese equities are less talked about, compared to US or Chinese equit…
25 May 2023
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Why Chinese dividend stocks are worth considering for 2026
The stocks have consistently delivered attractive returns over the past …
04 Dec 2025
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The U.S. Dollar – the view after the fall
History and a review of the Dollar’s drivers argue the currency still ha…
13 Nov 2025
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“Credit cockroaches” swarm; investment risks surface
Concerns have emerged in certain high-leverage U.S. sectors. It is time …
23 Oct 2025
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All that glitters is not gold
There are other assets that may offer returns highly correlated with the…
02 Oct 2025
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Finding a haven in currency markets
While safe haven assets may not always be a key source of long-term retu…
21 Nov 2024