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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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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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Enhancing equity returns with opportunistic investments
Consider a balanced allocation with multi-asset and multi-region exposur…
11 Jul 2024
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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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Is the world really ‘de-Dollarising’?
The US Dollar has held a pre-eminent place in the world’s economy since …
05 May 2023
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What can investors do to prepare for a recession?
It is natural to feel anxious when markets decline. But, over time, the …
18 May 2023
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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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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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Riding the equities wave
A friend of mine is a keen surfer. He often reminds me that catching the…
07 Mar 2024
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It’s “Advantage Asia” as the U.S. walls up
U.S. protectionism is helping accelerate trade and investment among emer…
16 Oct 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
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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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The power of what ifs
Humans dislike uncertainty. We constantly seek explanations for why some…
27 Apr 2023
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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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Technology software set to soar
Reasonable valuation, resilient earnings growth, catalyst from AI develo…
20 Mar 2025
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All that glitters is not gold
There are other assets that may offer returns highly correlated with the…
02 Oct 2025
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It’s the economy
What is the focus for markets after the passing of the U.S. “One Big Bea…
10 Jul 2025