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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 window of opportunity for Emerging Market bonds?
Our view on whether there’s a window for Emerging Market bonds to …
30 Nov 2023
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The U.S. Dollar – the view after the fall
History and a review of the Dollar’s drivers argue the currency still ha…
13 Nov 2025
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A textbook landing?
Regular air travellers will understand the fixation many industry observ…
11 Apr 2024
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An inconvenient truth
Investors concerned about market volatility stemming from escalating ten…
10 Oct 2024
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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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Counting on the Chinese consumer
Our view on the communication services equity sector Following some exci…
23 Nov 2023
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What next after the V-shaped rebound?
While we remain circumspect on a year-end equity rally, there’s room for…
16 Nov 2023
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A year-end rally in US equities?
I am always interested in what clients are thinking. I especially enjoy …
09 Nov 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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The weakening of US influence?
A more transactional US foreign policy is likely to lead to a reduction …
13 Mar 2025
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Riding the US entertainment wave
Among the eleven sectors making up the US equity market, only one has se…
08 Jun 2023
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What multi-polarism brings
The initial optimism on US equities following Trump’s election has faded…
03 Apr 2025
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The future of the US Dollar
Since US “Liberation Day” import tariff hikes, the US Dollar has stayed …
15 May 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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How evolving regulations are transforming cross-border treas…
New regulations reshape treasury operations, enabling better liquidity m…
09 Mar 2024
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How to select the best ETF for your investing needs
When the rubber hits the road – what can you do to turn investment strat…
15 May 2025
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Invest like you shop
Regular investment in a diversified allocation, and accelerating those i…
17 Apr 2025