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CIO Insights 2Q24:
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Global
• 17 Apr 2024
Gold: Another record high in the books
A surprise rally. The first two months of 2024 saw muted gold price movement, with bullion notching a marginal loss of -0.9% as at end February. This weakness, however, was short-lived as gold quickl...
Global
• 11 Apr 2024
Gold & Private Assets 2Q24: New Equilibrium
Global
• 9 Apr 2024
Commodities 2Q24: Still on Edge
Global
• 5 Apr 2024
Asset Allocation 2Q24: Cruising Mode
Global
• 8 Nov 2023
Global Oil & Gas: Return of Geopolitical Risk
Equity Strategy
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• 17 Apr 2024
Global Oil Majors: Upstream Continues to Shine
Global
• 12 Apr 2024
Vietnam - Rising Emerging Market in Asia
Global
• 12 Apr 2024
Thematic Strategy 2Q24: Big Tech’s New Paradigm
Global
• 8 Apr 2024
Asia ex-Japan Equities 2Q24: Slow & Steady
Global
• 8 Apr 2024
Japan Equities 2Q24: Japan’s Chip Renaissance
Fixed Income Strategy
Global
• 11 Apr 2024
The Golden Opportunity in Fixed Income
The great Fed-given opportunity for fixed income. While much has already been said about the latest Fed hiking cycle and its far-reaching impact on both financial markets and the real economy, we bel...
Global
• 9 Apr 2024
Global Credit 2Q24: Navigating the Descent
Global
• 9 Apr 2024
Global Rates 2Q24: Nuanced Resilience
Global
• 22 Mar 2024
Japan Hikes, US Debt Spikes. What Now for Bonds?
Global
• 29 Jan 2024
Liquid+ Strategy Review
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