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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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A sceptic’s guide to 2025
There are three specific risks we would monitor closely as we progress t…
09 Jan 2025
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Trump 2.0 is already changing global behaviour
For President Trump, all is going as planned. Investors need to adjust p…
24 Apr 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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How income investors can avoid falling returns on cash
Being proactive in adjusting portfolios can help investors to meet their…
17 Oct 2024
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Riding the equities wave
A friend of mine is a keen surfer. He often reminds me that catching the…
07 Mar 2024
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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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Stock market collapse inevitable!
What are markets signalling? Read on to get more insights.
16 May 2024
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Turning turbulence into tactics
As macro shocks multiply and asset valuations decouple from traditional …
14 Jan 2026
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What portfolio returns should I expect?
The theory behind how to support your retirement plan is relatively simp…
30 Oct 2025
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How economics can improve your daily life
Economic principles can help you make better decisions. Here’s how.
14 Aug 2025
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The equity market correction – was that it?
Investors are better-placed by sticking to disciplined long-term investm…
04 Sep 2025
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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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Technology software set to soar
Reasonable valuation, resilient earnings growth, catalyst from AI develo…
20 Mar 2025
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India: a widening range of investment opportunities awaits
India provides investors with a more diversified set of opportunities to…
26 Sep 2024
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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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Diary of a CIO’s son
Steve shares his investment advice to his son: how to build a diversifie…
07 Nov 2024
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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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Are we missing what the markets are telling us?
What are some of the present market observations that might provide clue…
30 May 2024