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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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Finding a haven in currency markets
While safe haven assets may not always be a key source of long-term retu…
21 Nov 2024
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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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Who said bonds are boring?
Our expert states his case for bonds in today’s context. Read on to get …
09 May 2024
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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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Picking the “winners” from the equity sectors
US stocks have scaled record highs this year. However, there is a wide d…
15 Feb 2024
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The opportunity in energy
Our expert shares why the global energy equity sector looks interesting.…
03 May 2024
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What next after the V-shaped rebound?
While we remain circumspect on a year-end equity rally, there’s room for…
16 Nov 2023
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Beyond the Bubble Narrative: How Investors Can Position for …
At a time when volatility has become the backdrop to global markets, how…
09 Feb 2026
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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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Implications of the US credit rating downgrade
Senior Investment Strategist Abhilash Narayan explains why we believe th…
10 Aug 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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Long-term opportunity in the Japanese yen
We believe markets expectations have now run ahead of reality The Japane…
31 May 2023
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Riding the US entertainment wave
Among the eleven sectors making up the US equity market, only one has se…
08 Jun 2023
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The last samurai in developed markets
When will the Bank of Japan finally end its ultra-loose monetary policy?…
27 Jul 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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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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Three lessons from a roller coaster year
It has been a turbulent year for investors. We started the year with wid…
14 Dec 2023