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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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Decoding the structural growth in US power demand
Investors often overlook utilities as a ‘slow sector’, but AI is changin…
16 Apr 2026
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Stability in chaos – the ‘barbell strategy’ guide
Sundeep Gantori explains why a ‘barbell strategy’ remains essential for …
06 Apr 2026
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Private credit – weathering a perfect storm?
Rising redemption pressure, liquidity strains and AI fears are clouding …
19 Mar 2026
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Investing in Global Tech
As AI reshapes the investment landscape, Global Tech remains a core pill…
13 Mar 2026
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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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Beyond the Bubble Narrative: How Investors Can Position for …
At a time when volatility has become the backdrop to global markets, how…
09 Feb 2026
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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
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What to make of Trump’s Greenland push?
One needs to look at the US-China trade spat from last year to better un…
22 Jan 2026
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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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Beyond the hype
As AI reshapes the markets, a new era of finance is emerging - where int…
14 Jan 2026
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Turning turbulence into tactics
As macro shocks multiply and asset valuations decouple from traditional …
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Inheritance meets innovation: The future of wealth in Asia
A historic wealth transfer in Asia is redefining global finance, with ne…
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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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China’s stock market lights up
Recent measures should stabilise sentiment, allowing time to implement a…
03 Oct 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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Should we sit on the sidelines in cash
Worrying excessively about what might happen leaves you trapped in low y…
28 Nov 2024
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How to position ahead of a Fed easing cycle
A diversified portfolio capitalising on opportunities as the economic si…
12 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