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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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Trump unlikely to snatch defeat from the jaws of victory
Trump’s first 24 hours in office have offered a sneak preview of his app…
23 Jan 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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Three lessons from a roller coaster year
It has been a turbulent year for investors. We started the year with wid…
14 Dec 2023
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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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Adapting to an environment of higher interest rates
The relentless rise in bond yields has been the main theme in markets ov…
02 Nov 2023
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Counting on the Chinese consumer
Our view on the communication services equity sector Following some exci…
23 Nov 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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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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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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What portfolio returns should I expect?
The theory behind how to support your retirement plan is relatively simp…
30 Oct 2025
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Belt and Road by numbers
China’s BRI, launched by President Xi in 2013, modernizes Silk Road rout…
09 Oct 2018
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The equity market correction – was that it?
Investors are better-placed by sticking to disciplined long-term investm…
04 Sep 2025
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How economics can improve your daily life
Economic principles can help you make better decisions. Here’s how.
14 Aug 2025
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Is the China equity recovery durable?
China’s equity recovery warrants closer attention, given easing trade rh…
31 Jul 2025
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Diary of a CIO’s son
Steve shares his investment advice to his son: how to build a diversifie…
07 Nov 2024
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India: a widening range of investment opportunities awaits
India provides investors with a more diversified set of opportunities to…
26 Sep 2024