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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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Higher bond yields are good for banks, right?
Higher bond yields usually mean bigger bank profits, but recent market m…
15 Oct 2026
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The Formula 1® mindset that can help investors go further
Reaching F1®’s top 4% is incredibly hard. Beating the market is no diffe…
08 Oct 2026
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Why the B2A era could be the next growth engine for AI
The recent rebound in the technology sector shows how quickly the AI nar…
01 Oct 2026
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Indian equities: A steady bat in hand
Indian equities are a core holding in investment allocations, with impro…
24 Sep 2026
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Bond vigilantes strike in Japan
The Japan 10-year government bond yield’s recent surge to 3% compels Pri…
10 Sep 2026
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Navigating the K-shaped transition in China
China is undergoing a K-shaped transition amid mixed macro trends, but a…
03 Sep 2026
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Bond markets are asking questions; a soft USD is the answer
As bond markets challenge rising government debt and monetary policy unc…
27 Aug 2026
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Is gold set to shine once more?
Have gold prices bottomed? Rising long-maturity yields are a headwind, b…
20 Aug 2026
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The real AI risk is overcommitment, not low returns
The AI debate is no longer about whether AI investments can be monetised…
13 Aug 2026
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2026: A bond odyssey
Just like Odysseus, fixed-income markets are also facing choppy waters. …
30 Jul 2026
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Emergence of a golden rotational opportunity
Global equities remain our preferred asset class, but market is shifting…
23 Jul 2026
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All made in Taiwan
Taiwan produces over 90% of the world’s advanced semiconductor chips. Di…
16 Jul 2026
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Are markets too greedy?
As the semiconductor mania faces a reality check, discover how to counte…
09 Jul 2026
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Managing crosscurrents – three ideas for the road ahead
As geopolitical risks ease but Fed rate uncertainty keeps equities volat…
02 Jul 2026
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Navigating shifting sands – tracing the faultlines of H2 26
The market’s surface resilience masks an underlying shift. As H1’s easy …
25 Jun 2026
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Why an all-weather portfolio is your best friend
The world’s long-term outlook is unusually uncertain. The rational respo…
18 Jun 2026
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TACO or NACHO? Bond investment strategies for today
With the Strait of Hormuz still shut, the market’s TACO trade has vanish…
11 Jun 2026