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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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Implications of the US credit rating downgrade
Senior Investment Strategist Abhilash Narayan explains why we believe th…
10 Aug 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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Reducing U.S. concentration, rotating to Asia
The days of simply investing in a few U.S. single stocks are gone. Asia …
19 Jun 2025
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Not letting it go
The AI-PC theme is a rare opportunity akin to the smartphone revolution …
05 Sep 2024
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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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Buckle up, as Trump “fixes” America
Investors should have their asset allocation in order, with a tilt towar…
14 Nov 2024
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It’s Trump vs. Biden
Former President Donald Trump has won the Republican party nomination to…
14 Mar 2024
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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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Technology software set to soar
Reasonable valuation, resilient earnings growth, catalyst from AI develo…
20 Mar 2025
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What portfolio returns should I expect?
The theory behind how to support your retirement plan is relatively simp…
30 Oct 2025
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Why we like European banks
We believe the outlook for European banks remains positive. Here are fou…
23 Feb 2023
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Ignore market noise, boost your investment returns
Resist the temptation to react to short-term market fluctuations and sta…
15 Aug 2024
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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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What to do after the shakeout?
Recent market dislocations have highlighted the benefits of a diversifie…
08 Aug 2024
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Not the end of the world
In a volatile environment, here’s a two-step approach to staying calm: e…
10 Apr 2025
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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 Tried-and-Tested
Investors continue to express preference for US equities, particularly i…
27 Jun 2024