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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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Investor complacency or simply looking through the noise?
Amid the geopolitical firestorm in the Middle East, are investors being …
05 Mar 2026
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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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A closer look at China’s under-the-radar reforms
At a time when all eyes were on the two US regional bank failures and th…
30 Mar 2023
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Will AI be Skynet or Jarvis?
Large corporations and governments are pouring billions into AI developm…
11 Sep 2025
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Should investors be worried in 2026?
We remain constructive on risk assets this year. That said, we believe f…
16 Jan 2026
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How income investors can avoid falling returns on cash
Being proactive in adjusting portfolios can help investors to meet their…
17 Oct 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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Africa’s sustainable trade opportunity
Despite setbacks for Africa's post-pandemic recovery, the opportunity re…
17 Nov 2022
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Time to add portfolio bulwarks
The relative market calm in recent days amid global trade uncertainty pr…
30 Apr 2025
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What keeps us awake at night
If we look at the world today and ask “what could go wrong?”…
26 Oct 2023
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Why a recession likely won’t help the US dollar
‘Thinking slow’ can help us understand the nature of a possi…
20 Apr 2023
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The five most popular and topical questions on equities
Just when the macro picture appeared to be clearer after the dovish rate…
09 Feb 2023
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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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Priced for perfection?
Group Chief Investment Officer Steve Brice considers the current investm…
30 Aug 2023
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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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Does your portfolio suffer from home bias?
Investors’ resounding preference for their home markets remains one of t…
23 Mar 2023
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The US ratings downgrade – should I worry?
US government bonds remain closest to the idea of a “risk-free” asset, d…
22 May 2025
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Stay CALM, allocate broadly
Our investing framework is more salient in the current market turbulence…
24 Aug 2023