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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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China’s stock market lights up
Recent measures should stabilise sentiment, allowing time to implement a…
03 Oct 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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AI’s huge appetite for energy
We have a favourable view of the US technology sector, driven by ongoing…
24 Oct 2024
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Sustainable investing is no passing fad
Politics may shift, but the transition is here to stay.
27 May 2025
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Invest like you shop
Regular investment in a diversified allocation, and accelerating those i…
17 Apr 2025
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Trump’s tariff gambit: Market headwind or just noise?
Unless we see signs of trade policies causing deeper economic damage, a …
06 Mar 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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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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Trump unlikely to snatch defeat from the jaws of victory
Trump’s first 24 hours in office have offered a sneak preview of his app…
23 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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Should we sit on the sidelines in cash
Worrying excessively about what might happen leaves you trapped in low y…
28 Nov 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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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 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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Technology software set to soar
Reasonable valuation, resilient earnings growth, catalyst from AI develo…
20 Mar 2025
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Investment Diary of a CIO’s son (Part II)
A practical, in-house lesson in running an investment portfolio and mana…
05 Jun 2025