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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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Investment Diary of a CIO’s son (Part II)
A practical, in-house lesson in running an investment portfolio and mana…
05 Jun 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
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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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Should investors be worried in 2026?
We remain constructive on risk assets this year. That said, we believe f…
16 Jan 2026
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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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Investing in Global Tech
As AI reshapes the investment landscape, Global Tech remains a core pill…
13 Mar 2026
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Fingers of instability
When the Middle East conflict began in October last year, the convention…
07 Feb 2024
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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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US equities present a good problem to deal with
So far this year, US equities have rallied, while the US 10-year governm…
01 Feb 2024
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The Golden Anchor: Why recent volatility is an entry signal
Use the near-term consolidation phase to tranche into gold, as the tradi…
13 Feb 2026
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Sustainable investing is no passing fad
Politics may shift, but the transition is here to stay.
27 May 2025
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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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The five most popular and topical questions on equities
Just when the macro picture appeared to be clearer after the dovish rate…
09 Feb 2023
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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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What to do if the US dollar weakens?
The US dollar is expensive by some measures. Staying invested in a globa…
20 Feb 2025