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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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Finding Buoyancy: A CFO’s perspective on finance leade…
Chelsea Cheng, CFO, Sunway Healthcare Group, reflects on growth, risk an…
08 Jul 2026
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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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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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The opportunity in energy
Our expert shares why the global energy equity sector looks interesting.…
03 May 2024
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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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Stay CALM, allocate broadly
Our investing framework is more salient in the current market turbulence…
24 Aug 2023
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The US ratings downgrade – should I worry?
US government bonds remain closest to the idea of a “risk-free” asset, d…
22 May 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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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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The Golden Anchor: Why recent volatility is an entry signal
Use the near-term consolidation phase to tranche into gold, as the tradi…
13 Feb 2026
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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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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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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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A health boost for portfolios
The Trump administration's latest deals with pharma companies are starti…
20 Nov 2025
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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