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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 to do after the shakeout?
Recent market dislocations have highlighted the benefits of a diversifie…
08 Aug 2024
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Why we like European banks
We believe the outlook for European banks remains positive. Here are fou…
23 Feb 2023
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Keep calm and stay invested
After a tumultuous start to 2023, we advice investors to be nimble The f…
28 Jun 2023
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It’s “Advantage Asia” as the U.S. walls up
U.S. protectionism is helping accelerate trade and investment among emer…
16 Oct 2025
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Irrational exuberance like it’s 1996 (or 2000)?
As the AI-led exuberance gathers pace, the best approach is to stay on t…
09 Oct 2025
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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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All-or-nothing approach to investing has got to stop
Instead of making over-concentrated investments that could threaten your…
17 Jul 2025
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Can tariffs stem fading US exceptionalism?
We still have a bias for US assets, although it is increasingly importan…
27 Mar 2025
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Trump 2.0 is already changing global behaviour
For President Trump, all is going as planned. Investors need to adjust p…
24 Apr 2025
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A sceptic’s guide to 2025
There are three specific risks we would monitor closely as we progress t…
09 Jan 2025
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Trump’s tariff gambit: Market headwind or just noise?
Unless we see signs of trade policies causing deeper economic damage, a …
06 Mar 2025
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AI’s huge appetite for energy
We have a favourable view of the US technology sector, driven by ongoing…
24 Oct 2024
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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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Stock market collapse inevitable!
What are markets signalling? Read on to get more insights.
16 May 2024
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Riding the equities wave
A friend of mine is a keen surfer. He often reminds me that catching the…
07 Mar 2024
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Crafting a balanced portfolio for financial longevity
Achieving financial success involves more than simply choosing between i…
20 Jun 2024
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Turning uncertainties into opportunities
The world is never short of surprises. Not too long ago, money markets w…
18 Apr 2024