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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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The dangers of passive investing
The optimal outcome is to allocate across different markets, different i…
19 Sep 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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Biden dropping out: Is it a game changer?
Biden’s nomination of Kamala Harris as the Democrat presidential candida…
25 Jul 2024
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Bullet-proof your portfolio against volatility
Build an all-weather portfolio across asset classes to protect your weal…
06 Jun 2024
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Are we missing what the markets are telling us?
What are some of the present market observations that might provide clue…
30 May 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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10 investment themes for 2024
The start of the year is always an opportunity to step back and re-evalu…
11 Jan 2024
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Optimise portfolio returns with Indian assets
Strong economic development and smart policies are making India an incre…
24 Nov 2023
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Hedging trade war and inflation risks
Trade tensions are making the headlines, and the risk of higher-for-long…
13 Feb 2025
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Technology software set to soar
Reasonable valuation, resilient earnings growth, catalyst from AI develo…
20 Mar 2025
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“Credit cockroaches” swarm; investment risks surface
Concerns have emerged in certain high-leverage U.S. sectors. It is time …
23 Oct 2025
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All that glitters is not gold
There are other assets that may offer returns highly correlated with the…
02 Oct 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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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 opportunity in energy
Our expert shares why the global energy equity sector looks interesting.…
03 May 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