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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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The dangers of passive investing
The optimal outcome is to allocate across different markets, different i…
19 Sep 2024
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How to position ahead of a Fed easing cycle
A diversified portfolio capitalising on opportunities as the economic si…
12 Sep 2024
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Not letting it go
The AI-PC theme is a rare opportunity akin to the smartphone revolution …
05 Sep 2024
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Gold has more to go
Gold is expected to provide gains in the near future and makes a valuabl…
29 Aug 2024
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The benefits of being on vacation
Staying invested over the long run is often the best route to wealth gro…
22 Aug 2024
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Ignore market noise, boost your investment returns
Resist the temptation to react to short-term market fluctuations and sta…
15 Aug 2024
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What to do after the shakeout?
Recent market dislocations have highlighted the benefits of a diversifie…
08 Aug 2024
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Is value back in vogue?
A diversified investment strategy across asset classes, markets, sectors…
01 Aug 2024
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Biden dropping out: Is it a game changer?
Biden’s nomination of Kamala Harris as the Democrat presidential candida…
25 Jul 2024
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“Persistence of Memory” and the India market
We remain bullish on Indian bonds & equities on the back of structur…
18 Jul 2024
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Enhancing equity returns with opportunistic investments
Consider a balanced allocation with multi-asset and multi-region exposur…
11 Jul 2024
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The Tried-and-Tested
Investors continue to express preference for US equities, particularly i…
27 Jun 2024
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Shifting winds call for a tweak in investment strategy
Amid central bank rate cuts and shifting policies, balance your investme…
21 Jun 2024
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Crafting a balanced portfolio for financial longevity
Achieving financial success involves more than simply choosing between i…
20 Jun 2024
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Expect fireworks, but hopefully no bonfires
Investors should try to avoid over-reacting to political developments as…
13 Jun 2024
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Bullet-proof your portfolio against volatility
Build an all-weather portfolio across asset classes to protect your weal…
06 Jun 2024
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Are we missing what the markets are telling us?
What are some of the present market observations that might provide clue…
30 May 2024
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Key signposts for the ‘goldilocks’ economy
With the US economic soft landing and the timing of Fed rate cuts, what …
23 May 2024