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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 Tried-and-Tested
Investors continue to express preference for US equities, particularly i…
27 Jun 2024
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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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A year-end rally in US equities?
I am always interested in what clients are thinking. I especially enjoy …
09 Nov 2023
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The future of the US Dollar
Since US “Liberation Day” import tariff hikes, the US Dollar has stayed …
15 May 2025
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The US ratings downgrade – should I worry?
US government bonds remain closest to the idea of a “risk-free” asset, d…
22 May 2025
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A most-reluctant rally?
My most recent TV interview, which was posted online with the title “Chi…
21 Mar 2024
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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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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 a balanced allocation makes sense
We believe there are three reasons for staying with a balanced allocatio…
20 Jul 2023
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The dollar’s reign isn’t over but cracks are now showing
While there’s no credible challenger to the dollar, several factors sugg…
29 May 2025
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How economics can improve your daily life
Economic principles can help you make better decisions. Here’s how.
14 Aug 2025
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Bullet-proof your portfolio against volatility
Build an all-weather portfolio across asset classes to protect your weal…
06 Jun 2024
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The dangers of passive investing
The optimal outcome is to allocate across different markets, different i…
19 Sep 2024
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Hedging trade war and inflation risks
Trade tensions are making the headlines, and the risk of higher-for-long…
13 Feb 2025
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The equity market correction – was that it?
Investors are better-placed by sticking to disciplined long-term investm…
04 Sep 2025
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Is the China equity recovery durable?
China’s equity recovery warrants closer attention, given easing trade rh…
31 Jul 2025
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Diary of a CIO’s son
Steve shares his investment advice to his son: how to build a diversifie…
07 Nov 2024