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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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Reducing U.S. concentration, rotating to Asia
The days of simply investing in a few U.S. single stocks are gone. Asia …
19 Jun 2025
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Three takeaways from a turbulent first half
Avoid overconcentration in US assets as global economic balance of power…
12 Jun 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
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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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Sustainable investing is no passing fad
Politics may shift, but the transition is here to stay.
27 May 2025
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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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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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How to select the best ETF for your investing needs
When the rubber hits the road – what can you do to turn investment strat…
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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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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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Invest like you shop
Regular investment in a diversified allocation, and accelerating those i…
17 Apr 2025
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Not the end of the world
In a volatile environment, here’s a two-step approach to staying calm: e…
10 Apr 2025
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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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Can tariffs stem fading US exceptionalism?
We still have a bias for US assets, although it is increasingly importan…
27 Mar 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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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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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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Empowering communities through financial inclusion
Championing financial inclusivity in diverse market segments through tec…
28 Feb 2025