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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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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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A year-end rally in US equities?
I am always interested in what clients are thinking. I especially enjoy …
09 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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Soft-landing narrative challenged?
A hotter-than-expected US inflation report for January has raised doubts…
22 Feb 2024
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Three strategies for your China equity exposure
How to invest in China is the question I am asked the most. China is fac…
07 Dec 2023
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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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“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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The Tried-and-Tested
Investors continue to express preference for US equities, particularly i…
27 Jun 2024
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A textbook landing?
Regular air travellers will understand the fixation many industry observ…
11 Apr 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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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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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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Why it is worth looking beyond cash
The first month of a new calendar year is often a time when many of us p…
22 Jan 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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Don’t just wait for the lucky Dragon
A New Year is always a time to reflect on the previous year, what we mig…
21 Feb 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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What are DeepSeek and Trump tariffs telling us?
Tariffs and DeepSeek, while apparently disconnected, share one common tr…
06 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