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Insights
Expert views, diverse perspectives
Unlock potential with the latest unique insights from across our dynamic markets
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A new gold standard?
We see a mix of positive and negative factors BRICS countries are consid…
13 Jul 2023
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Is the risk-on rally sustainable?
Are we in for a sustained bull market? Risk assets have cheered the end …
16 Jun 2023
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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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Long-term opportunity in the Japanese yen
We believe markets expectations have now run ahead of reality The Japane…
31 May 2023
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Positioning for US debt ceiling showdown
Concerns around a US political showdown to raise the debt ceiling and a …
10 May 2023
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Signature CIO Funds: certainty in uncertain times
When asset prices are moving quickly, the danger of making impulsive dec…
19 Apr 2023
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Are we in for “Volmageddon 2.0”?
Our view on recent market volatility In recent weeks, concerns about the…
06 Apr 2023
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A closer look at China’s under-the-radar reforms
At a time when all eyes were on the two US regional bank failures and th…
30 Mar 2023
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Does your portfolio suffer from home bias?
Investors’ resounding preference for their home markets remains one of t…
23 Mar 2023
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Inflation: Permanent or transitory?
What comes next? The Fed has been much derided for its 2021 characterisa…
03 Mar 2023
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Why Asia is the prime investment opportunity of 2023
We recommend using the recent pullback to add to select pockets of inves…
28 Feb 2023
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Thinking linearly can be costly
The other day, my wife and I were talking to our 16-year-old son about h…
20 Oct 2022
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Is cash king once again
Cash can mean different things to different people. Most of us would ass…
06 Oct 2022
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Riding the bull wisely
2021 began amidst a raging bull market. Global equities have made up all…
21 Oct 2021
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The three Ps of pandemic money management
Why planning, purchasing sustainably and powering up your devices are th…
11 Dec 2020