-
Insights
Expert views, diverse perspectives
Tap into deep local expertise with global insights designed to help you grow across borders.
-
Where to invest your time – career or investing
It’s important to prioritise the investment of your most valuable …
04 Apr 2024
-
What keeps us awake at night
If we look at the world today and ask “what could go wrong?”…
26 Oct 2023
-
Catching the next leg of the AI wave
We believe AI is not a bubble yet. Its nearly four-year rally holds stro…
05 Feb 2026
-
Implications of the US credit rating downgrade
Senior Investment Strategist Abhilash Narayan explains why we believe th…
10 Aug 2023
-
Long-term opportunity in the Japanese yen
We believe markets expectations have now run ahead of reality The Japane…
31 May 2023
-
Riding the US entertainment wave
Among the eleven sectors making up the US equity market, only one has se…
08 Jun 2023
-
The last samurai in developed markets
When will the Bank of Japan finally end its ultra-loose monetary policy?…
27 Jul 2023
-
The power of what ifs
Humans dislike uncertainty. We constantly seek explanations for why some…
27 Apr 2023
-
It’s the economy
What is the focus for markets after the passing of the U.S. “One Big Bea…
10 Jul 2025
-
Focussing on the “essence” to drive investment r…
The essence of managing our investments means maintaining a broadly dive…
16 Jan 2025
-
Three lessons from a roller coaster year
It has been a turbulent year for investors. We started the year with wid…
14 Dec 2023
-
Counting on the Chinese consumer
Our view on the communication services equity sector Following some exci…
23 Nov 2023
-
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
-
Beyond the hype
As AI reshapes the markets, a new era of finance is emerging - where int…
14 Jan 2026
-
Why we like European banks
We believe the outlook for European banks remains positive. Here are fou…
23 Feb 2023
-
Keep calm and stay invested
After a tumultuous start to 2023, we advice investors to be nimble The f…
28 Jun 2023