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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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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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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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Biden dropping out: Is it a game changer?
Biden’s nomination of Kamala Harris as the Democrat presidential candida…
25 Jul 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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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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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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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 tortoise and the hare
Slow and steady or highly dynamic – is one investment style better…
06 Jul 2023
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Lessons from the 1970s
Fed Chair Chris Powell often uses the 1970s as a cautionary tale. We loo…
21 Sep 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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Fingers of instability
When the Middle East conflict began in October last year, the convention…
07 Feb 2024
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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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Industry-first complimentary insurance for riders
Defining a new blueprint for scalable growth through co-creation, focus …
03 Jun 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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Reflections from the most hated rally in 2023
By following time-tested investment principles, one can stay on track wi…
03 Aug 2023