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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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Resilient investing starts with a strong foundation
Long-term success is not built on hype – investing requires structure, d…
28 Aug 2025
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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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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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The great revival of Europe’s industrials
Europe’s industrials sector is expected to benefit from a fiscal boost i…
26 Jun 2025
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Investment: know your time horizon
Chief Investment Strategist Steve Brice on the two benefits of a long-te…
12 Oct 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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The golden pathway to USD4,000
Gold has broken above its 4-month consolidation channel into uncharted t…
18 Sep 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
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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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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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Lessons from the 1970s
Fed Chair Chris Powell often uses the 1970s as a cautionary tale. We loo…
21 Sep 2023
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Industry-first complimentary insurance for riders
Defining a new blueprint for scalable growth through co-creation, focus …
03 Jun 2024
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Why gold remains our top conviction for 2026
We have strong conviction that gold will outperform global stocks and bo…
27 Nov 2025
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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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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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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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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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AI’s huge appetite for energy
We have a favourable view of the US technology sector, driven by ongoing…
24 Oct 2024