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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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Soft-landing narrative challenged?
A hotter-than-expected US inflation report for January has raised doubts…
22 Feb 2024
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Don’t just wait for the lucky Dragon
A New Year is always a time to reflect on the previous year, what we mig…
21 Feb 2024
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Picking the “winners” from the equity sectors
US stocks have scaled record highs this year. However, there is a wide d…
15 Feb 2024
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Podcast: Private Banking Today
Get the inside story on the latest wealth management trends with a brand…
14 Feb 2024
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Fingers of instability
When the Middle East conflict began in October last year, the convention…
07 Feb 2024
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US equities present a good problem to deal with
So far this year, US equities have rallied, while the US 10-year governm…
01 Feb 2024
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What to do with China equities?
A common topic clients brought up during this year’s annual outlook road…
25 Jan 2024
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Why it is worth looking beyond cash
The first month of a new calendar year is often a time when many of us p…
22 Jan 2024
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10 investment themes for 2024
The start of the year is always an opportunity to step back and re-evalu…
11 Jan 2024
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Three lessons from a roller coaster year
It has been a turbulent year for investors. We started the year with wid…
14 Dec 2023
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Three strategies for your China equity exposure
How to invest in China is the question I am asked the most. China is fac…
07 Dec 2023
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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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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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Adapting to an environment of higher interest rates
The relentless rise in bond yields has been the main theme in markets ov…
02 Nov 2023
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What keeps us awake at night
If we look at the world today and ask “what could go wrong?”…
26 Oct 2023
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The higher yields go, the more they’re likely to fall
While US data has undoubtedly outperformed market expectations, the rece…
05 Oct 2023