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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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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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Reflections from the most hated rally in 2023
By following time-tested investment principles, one can stay on track wi…
03 Aug 2023
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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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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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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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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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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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Beyond the hype
As AI reshapes the markets, a new era of finance is emerging - where int…
14 Jan 2026
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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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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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Will AI be Skynet or Jarvis?
Large corporations and governments are pouring billions into AI developm…
11 Sep 2025
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How income investors can avoid falling returns on cash
Being proactive in adjusting portfolios can help investors to meet their…
17 Oct 2024