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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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Will US and China equity markets diverge further in 2025?
Investors need to position for the risk of any reversal in market sentim…
12 Dec 2024
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Investing for today, tomorrow and forever
Our three-step process can help you define your goals and make a plan fo…
17 May 2023
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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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What to do if the US dollar weakens?
The US dollar is expensive by some measures. Staying invested in a globa…
20 Feb 2025
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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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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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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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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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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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Ignore market noise, boost your investment returns
Resist the temptation to react to short-term market fluctuations and sta…
15 Aug 2024
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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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“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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What multi-polarism brings
The initial optimism on US equities following Trump’s election has faded…
03 Apr 2025
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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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An inconvenient truth
Investors concerned about market volatility stemming from escalating ten…
10 Oct 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