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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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Long-term opportunity in the Japanese yen
We believe markets expectations have now run ahead of reality The Japane…
31 May 2023
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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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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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Turning uncertainties into opportunities
The world is never short of surprises. Not too long ago, money markets w…
18 Apr 2024
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Counting on the Chinese consumer
Our view on the communication services equity sector Following some exci…
23 Nov 2023
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Riding the US entertainment wave
Among the eleven sectors making up the US equity market, only one has se…
08 Jun 2023
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Stay CALM, allocate broadly
Our investing framework is more salient in the current market turbulence…
24 Aug 2023
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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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Expect fireworks, but hopefully no bonfires
Investors should try to avoid over-reacting to political developments as…
13 Jun 2024
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The golden pathway to USD4,000
Gold has broken above its 4-month consolidation channel into uncharted t…
18 Sep 2025
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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 great revival of Europe’s industrials
Europe’s industrials sector is expected to benefit from a fiscal boost i…
26 Jun 2025
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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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Why gold remains a key strategic asset
The resurgence in gold prices stems from its unique qualities that enabl…
05 Nov 2024
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Investing in commodities through currencies
Currencies such as AUD, NZD and CAD offer investors opportunities to inv…
05 Dec 2024
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The risk of over-investing in cash
Many clients these days consider the USD-denominated fixed deposit rate …
14 Sep 2023