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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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Reflections from the most hated rally in 2023
By following time-tested investment principles, one can stay on track wi…
03 Aug 2023
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Is the risk-on rally sustainable?
Are we in for a sustained bull market? Risk assets have cheered the end …
16 Jun 2023
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Is the world really ‘de-Dollarising’?
The US Dollar has held a pre-eminent place in the world’s economy since …
05 May 2023
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What can investors do to prepare for a recession?
It is natural to feel anxious when markets decline. But, over time, the …
18 May 2023
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An inconvenient truth
Investors concerned about market volatility stemming from escalating ten…
10 Oct 2024
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Sustainable investing is no passing fad
Politics may shift, but the transition is here to stay.
27 May 2025
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What multi-polarism brings
The initial optimism on US equities following Trump’s election has faded…
03 Apr 2025
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What to do if the US dollar weakens?
The US dollar is expensive by some measures. Staying invested in a globa…
20 Feb 2025
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Preparing for a volatile, but profitable summer
Markets could experience summer jitters, but investors should be ready t…
04 Jul 2025
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Enhancing equity returns with opportunistic investments
Consider a balanced allocation with multi-asset and multi-region exposur…
11 Jul 2024
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Shifting winds call for a tweak in investment strategy
Amid central bank rate cuts and shifting policies, balance your investme…
21 Jun 2024
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US presidential election: Bullish or bearish for markets?
Former President Donald Trump is poised for a face-off with President Jo…
27 Mar 2024
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China’s stock market lights up
Recent measures should stabilise sentiment, allowing time to implement a…
03 Oct 2024
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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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Investing for today, tomorrow and forever
Our three-step process can help you define your goals and make a plan fo…
17 May 2023
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Three takeaways from a turbulent first half
Avoid overconcentration in US assets as global economic balance of power…
12 Jun 2025