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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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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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Hedging trade war and inflation risks
Trade tensions are making the headlines, and the risk of higher-for-long…
13 Feb 2025
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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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The dollar’s reign isn’t over but cracks are now showing
While there’s no credible challenger to the dollar, several factors sugg…
29 May 2025
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Is value back in vogue?
A diversified investment strategy across asset classes, markets, sectors…
01 Aug 2024
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Is the China equity recovery durable?
China’s equity recovery warrants closer attention, given easing trade rh…
31 Jul 2025
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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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A closer look at China’s under-the-radar reforms
At a time when all eyes were on the two US regional bank failures and th…
30 Mar 2023
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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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What are DeepSeek and Trump tariffs telling us?
Tariffs and DeepSeek, while apparently disconnected, share one common tr…
06 Feb 2025
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Resilient investing starts with a strong foundation
Long-term success is not built on hype – investing requires structure, d…
28 Aug 2025
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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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Priced for perfection?
Group Chief Investment Officer Steve Brice considers the current investm…
30 Aug 2023
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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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Stay CALM, allocate broadly
Our investing framework is more salient in the current market turbulence…
24 Aug 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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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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Time to add portfolio bulwarks
The relative market calm in recent days amid global trade uncertainty pr…
30 Apr 2025