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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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Lessons from the 1970s
Fed Chair Chris Powell often uses the 1970s as a cautionary tale. We loo…
21 Sep 2023
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The risk of over-investing in cash
Many clients these days consider the USD-denominated fixed deposit rate …
14 Sep 2023
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The lure of government bonds
Do the positives outweigh the risks? The US Federal Reserve’s Jackson Ho…
07 Sep 2023
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Priced for perfection?
Group Chief Investment Officer Steve Brice considers the current investm…
30 Aug 2023
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Stay CALM, allocate broadly
Our investing framework is more salient in the current market turbulence…
24 Aug 2023
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Implications of the US credit rating downgrade
Senior Investment Strategist Abhilash Narayan explains why we believe th…
10 Aug 2023
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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