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CIO Insights 2Q26

CIO Insights 2Q26: –  Resilience in Chaos

Equities to Watch

Here are your #ideas2invest

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Market Updates


Oil price forecasts revised upwards due to disruptions from US-Iran war. While Donald Trump has indicated that the US may exit Iran in as soon as two weeks, the situation on the ground in the Middle ...

Global Oil Majors: Navigating a Higher-for-longer Oil Price Environment


An atypical response to geopolitical risk. Gold has not reacted to the US-Iran war as it typically would in other conflicts. The expectation was for increased hedging demand and more durable risk pre...

Gold: Near-Term Pressure

Stay bullish gold as debasement risk and geopolitical uncertainty intensify. Private asset and hedge funds complement public securities, offering alpha as an alternative source of return.

Alternatives 2Q26 | Looking Past the Volatility


Rising risk of another &ldquo;forever war&rdquo;. Trump rode on the &ldquo;American First&rdquo; platform and promised &ldquo;no wars&rdquo; in the Nov 2024 Presidential election. But barely more tha...

Asset Allocation: Middle East Conflict Update


Noise or warning bells? Recent price volatility in Business Development Companies (BDCs) has reignited concerns of deeper fragility within private credit. A sequence of high-profile events such as th...

Alternatives: The ABCs of BDC Volatility


Another year of smashing expectations. We are barely a month into the new year, and it would be an understatement to say that gold has defied all investor expectations. The precious metal rallied to ...

Gold: Looking Past the Volatility


Rising geopolitical noise in early 2026 a boost for oil prices. 2026 has started on somewhat of a strange note, with US asserting its hegemony not only in its immediate neighbourhood, but well across...

Global Oil Majors: Share Price Resilience Amid Geopolitical Uncertainties


Scarcity and strategic importance drive value. Rare earth elements (REEs) are a group of 17 metallic elements with unique magnetic, battery, and electronic efficiency and thermal properties. REEs hav...

Rare Earths: From Scarcity to Strategic

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CIO Weekly



CIO Market Pulse &ndash; Stalemate

US and Iran remain mired in negotiations, but high probability of a resolution is underpinning risk sentiments; robust AI‑driven guidance supports further upside ...

CIO Market Pulse – Stalemate


Global: IMF flags rising risk of stagflation. With Brent crude prices holding mostly below USD100/bbl over the past week, markets are now pricing in a diplomatic resolution between the US and Iran am...

Economics Weekly: Rising Risk of Stagflation



CIO Market Pulse &ndash; Fragile Truce

Ceasefire delivered only brief relief as ongoing closure of Hormuz strait and the failure to reach adeal in Pakistan underscore limited scope for deescalation...

CIO Market Pulse – Fragile Truce


Global: Ceasefire with caveats. We have reached a temporary, conditional de-escalation in the Middle East conflict as US President Donald Trump agreed on a two-week ceasefire until 22 Apr, on the con...

Economics Weekly: A Conditional Ceasefire




What Happened
On 7 Apr, Singapore's Parliament announced a new support package, worth nearly SGD1bn, to mitigate the economic impact of the Middle East conflict. This is in addition to the SGD155bn...

CIO Equity Tacticals: SG Equities: Brace & Buckle Up

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Quarterly Insight

CIO Insights 1Q26

CIO Insights 4Q25

CIO Insights 3Q25

CIO Insights 2Q25

CIO Insights 1Q25

CIO Insights 4Q24

CIO Insights 3Q24

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Fed&rsquo;s policies to end quantitative tightening and cut interest rates, alongside AI-related capex spending, will support US growth. Asia, including China, to resume growth momentum as tariff unce...

CIO Insights 1Q26: The Long Game

Global growth to slow on tariff policy uncertainties. Fed&rsquo;s rate cuts, Trump&rsquo;s fiscal stimulus policies, and AI-related capex will stave off recession in the US, but upside risk on inflati...

CIO Insights 4Q25: Ride The Trend

Global growth to slow sharply amid escalating Middle-East conflict, tariff chaos, and policy uncertainties under Trump. Trajectory for lower rates remains despite an expected US inflation bump.

CIO Insights 3Q25: The Global Pivot

Growing risk of a US recession as uncertainty mounts from a tariff war and wavering consumer confidence over DOGE and immigration policies.

CIO Insights 2Q26

Equities to Watch

Here are your #ideas2invest

Market Updates

Global Oil Majors: Navigating a Higher-for-longer Oil Price Environment

Gold: Near-Term Pressure

Alternatives 2Q26 | Looking Past the Volatility

Asset Allocation: Middle East Conflict Update

Alternatives: The ABCs of BDC Volatility

Gold: Looking Past the Volatility

Global Oil Majors: Share Price Resilience Amid Geopolitical Uncertainties

Rare Earths: From Scarcity to Strategic

CIO Weekly

CIO Market Pulse – Stalemate

Economics Weekly: Rising Risk of Stagflation

CIO Market Pulse – Fragile Truce

Economics Weekly: A Conditional Ceasefire

CIO Equity Tacticals: SG Equities: Brace & Buckle Up

Quarterly Insight

CIO Insights 2Q26

CIO Insights 1Q26

CIO Insights 4Q25

CIO Insights 3Q25

CIO Insights 2Q25

CIO Insights 1Q25

CIO Insights 4Q24

CIO Insights 3Q24

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