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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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Optimise portfolio returns with Indian assets
Strong economic development and smart policies are making India an incre…
24 Nov 2023
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Can tariffs stem fading US exceptionalism?
We still have a bias for US assets, although it is increasingly importan…
27 Mar 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
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Emerging and Frontier Markets: Market reforms enabling frict…
Regulatory reforms in emerging markets aim to make it easier for global …
30 Aug 2023
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Africa’s sustainable trade opportunity
Despite setbacks for Africa's post-pandemic recovery, the opportunity re…
17 Nov 2022
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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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Managing crosscurrents – three ideas for the road ahead
As geopolitical risks ease but Fed rate uncertainty keeps equities volat…
02 Jul 2026
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Why a balanced allocation makes sense
We believe there are three reasons for staying with a balanced allocatio…
20 Jul 2023
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Why Asia is the prime investment opportunity of 2023
We recommend using the recent pullback to add to select pockets of inves…
28 Feb 2023
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Investing in Asia amid market volatility
Our view on why diversification holds the key to a positive outlook for …
21 Mar 2023
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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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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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Enhancing equity returns with opportunistic investments
Consider a balanced allocation with multi-asset and multi-region exposur…
11 Jul 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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Are markets too greedy?
As the semiconductor mania faces a reality check, discover how to counte…
09 Jul 2026
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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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Are we in for “Volmageddon 2.0”?
Our view on recent market volatility In recent weeks, concerns about the…
06 Apr 2023