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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 we like European banks
We believe the outlook for European banks remains positive. Here are fou…
23 Feb 2023
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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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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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The tortoise and the hare
Slow and steady or highly dynamic – is one investment style better…
06 Jul 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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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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What to do after the shakeout?
Recent market dislocations have highlighted the benefits of a diversifie…
08 Aug 2024
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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 power of what ifs
Humans dislike uncertainty. We constantly seek explanations for why some…
27 Apr 2023
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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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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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Soft-landing narrative challenged?
A hotter-than-expected US inflation report for January has raised doubts…
22 Feb 2024
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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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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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Fingers of instability
When the Middle East conflict began in October last year, the convention…
07 Feb 2024
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Is the world really ‘de-Dollarising’?
The US Dollar has held a pre-eminent place in the world’s economy since …
05 May 2023
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What can investors do to prepare for a recession?
It is natural to feel anxious when markets decline. But, over time, the …
18 May 2023