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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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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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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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10 investment themes for 2024
The start of the year is always an opportunity to step back and re-evalu…
11 Jan 2024
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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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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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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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It’s Trump vs. Biden
Former President Donald Trump has won the Republican party nomination to…
14 Mar 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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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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Powell and the Fed – just ‘hold’ on
Jerome Powell seems to be taking a leaf out of Marriner Eccles’s book to…
04 May 2026
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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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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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Focussing on the “essence” to drive investment r…
The essence of managing our investments means maintaining a broadly dive…
16 Jan 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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Can personas help decode ESG investing barriers?
Our report identifies five retail banking personas Profit alone no longe…
14 Jun 2023
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How should investors prepare for a weaker USD?
A weaker USD environment is something we have not been used to for a lon…
07 Aug 2025