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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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Why it is worth looking beyond cash
The first month of a new calendar year is often a time when many of us p…
22 Jan 2024
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Turning turbulence into tactics
As macro shocks multiply and asset valuations decouple from traditional …
14 Jan 2026
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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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Can personas help decode ESG investing barriers?
Our report identifies five retail banking personas Profit alone no longe…
14 Jun 2023
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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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Soft-landing narrative challenged?
A hotter-than-expected US inflation report for January has raised doubts…
22 Feb 2024
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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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How should investors prepare for a weaker USD?
A weaker USD environment is something we have not been used to for a lon…
07 Aug 2025
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What to do with China equities?
A common topic clients brought up during this year’s annual outlook road…
25 Jan 2024
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Embrace volatility; find opportunities
Short-term market volatility can create opportunities.
25 Sep 2025
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Are investors underestimating upside risks to markets?
Three factors could drive the equity rally further, despite widespread c…
24 Jul 2025
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“Persistence of Memory” and the India market
We remain bullish on Indian bonds & equities on the back of structur…
18 Jul 2024
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The higher yields go, the more they’re likely to fall
While US data has undoubtedly outperformed market expectations, the rece…
05 Oct 2023
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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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Enhancing equity returns with opportunistic investments
Consider a balanced allocation with multi-asset and multi-region exposur…
11 Jul 2024
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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