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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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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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Is the risk-on rally sustainable?
Are we in for a sustained bull market? Risk assets have cheered the end …
16 Jun 2023
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Key signposts for the ‘goldilocks’ economy
With the US economic soft landing and the timing of Fed rate cuts, what …
23 May 2024
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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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The tortoise and the hare
Slow and steady or highly dynamic – is one investment style better…
06 Jul 2023
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Shifting winds call for a tweak in investment strategy
Amid central bank rate cuts and shifting policies, balance your investme…
21 Jun 2024
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Implications of the US credit rating downgrade
Senior Investment Strategist Abhilash Narayan explains why we believe th…
10 Aug 2023
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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 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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Trump’s tariff gambit: Market headwind or just noise?
Unless we see signs of trade policies causing deeper economic damage, a …
06 Mar 2025
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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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Investment: know your time horizon
Chief Investment Strategist Steve Brice on the two benefits of a long-te…
12 Oct 2023
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AI’s huge appetite for energy
We have a favourable view of the US technology sector, driven by ongoing…
24 Oct 2024
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Are we in for “Volmageddon 2.0”?
Our view on recent market volatility In recent weeks, concerns about the…
06 Apr 2023
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Trump 2.0 is already changing global behaviour
For President Trump, all is going as planned. Investors need to adjust p…
24 Apr 2025
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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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Keep calm and stay invested
After a tumultuous start to 2023, we advice investors to be nimble The f…
28 Jun 2023