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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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An inconvenient truth
Investors concerned about market volatility stemming from escalating ten…
10 Oct 2024
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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
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Asia ex-Japan equities taking up the baton
The market focus is now moving to Asia ex-Japan.
21 Aug 2025
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The benefits of being on vacation
Staying invested over the long run is often the best route to wealth gro…
22 Aug 2024
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Time to add portfolio bulwarks
The relative market calm in recent days amid global trade uncertainty pr…
30 Apr 2025
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What multi-polarism brings
The initial optimism on US equities following Trump’s election has faded…
03 Apr 2025
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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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Understanding DeepSeek’s impact and potential opportunities
China’s low-cost AI chatbot could drive corporate earnings higher in the…
27 Feb 2025
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What to do if the US dollar weakens?
The US dollar is expensive by some measures. Staying invested in a globa…
20 Feb 2025
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Investing in commodities through currencies
Currencies such as AUD, NZD and CAD offer investors opportunities to inv…
05 Dec 2024
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What are DeepSeek and Trump tariffs telling us?
Tariffs and DeepSeek, while apparently disconnected, share one common tr…
06 Feb 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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The weakening of US influence?
A more transactional US foreign policy is likely to lead to a reduction …
13 Mar 2025
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The U.S. Dollar – the view after the fall
History and a review of the Dollar’s drivers argue the currency still ha…
13 Nov 2025
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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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“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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Embrace volatility; find opportunities
Short-term market volatility can create opportunities.
25 Sep 2025