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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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Stay CALM, allocate broadly
Our investing framework is more salient in the current market turbulence…
24 Aug 2023
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Three lessons from a roller coaster year
It has been a turbulent year for investors. We started the year with wid…
14 Dec 2023
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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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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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Why USD100 oil isn’t the economy-killer it used to be
The recent oil surge mirrors a 1970s-style disaster, but data suggests m…
09 Apr 2026
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The benefits of being on vacation
Staying invested over the long run is often the best route to wealth gro…
22 Aug 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
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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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Adapting to an environment of higher interest rates
The relentless rise in bond yields has been the main theme in markets ov…
02 Nov 2023
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Finding a haven in currency markets
While safe haven assets may not always be a key source of long-term retu…
21 Nov 2024
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A health boost for portfolios
The Trump administration's latest deals with pharma companies are starti…
20 Nov 2025
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Picking the “winners” from the equity sectors
US stocks have scaled record highs this year. However, there is a wide d…
15 Feb 2024
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The Tried-and-Tested
Investors continue to express preference for US equities, particularly i…
27 Jun 2024
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A new gold standard?
We see a mix of positive and negative factors BRICS countries are consid…
13 Jul 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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The Gulf War playbook for today’s markets
History doesn’t repeat, but it often rhymes. Jonathan Liang explains why…
27 Mar 2026
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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