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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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It’s the economy
What is the focus for markets after the passing of the U.S. “One Big Bea…
10 Jul 2025
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Priced for perfection?
Group Chief Investment Officer Steve Brice considers the current investm…
30 Aug 2023
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Focussing on the “essence” to drive investment r…
The essence of managing our investments means maintaining a broadly dive…
16 Jan 2025
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Will US and China equity markets diverge further in 2025?
Investors need to position for the risk of any reversal in market sentim…
12 Dec 2024
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Not the end of the world
In a volatile environment, here’s a two-step approach to staying calm: e…
10 Apr 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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Stay CALM, allocate broadly
Our investing framework is more salient in the current market turbulence…
24 Aug 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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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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Time to add portfolio bulwarks
The relative market calm in recent days amid global trade uncertainty pr…
30 Apr 2025
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Emerging and Frontier Markets: Market reforms enabling frict…
Regulatory reforms in emerging markets aim to make it easier for global …
30 Aug 2023
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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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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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Investing in commodities through currencies
Currencies such as AUD, NZD and CAD offer investors opportunities to inv…
05 Dec 2024
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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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Stock market collapse inevitable!
What are markets signalling? Read on to get more insights.
16 May 2024