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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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Counting on the Chinese consumer
Our view on the communication services equity sector Following some exci…
23 Nov 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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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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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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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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Technology software set to soar
Reasonable valuation, resilient earnings growth, catalyst from AI develo…
20 Mar 2025
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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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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
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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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The dangers of passive investing
The optimal outcome is to allocate across different markets, different i…
19 Sep 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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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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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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Optimise portfolio returns with Indian assets
Strong economic development and smart policies are making India an incre…
24 Nov 2023
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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