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CIO Insights 1Q26

Equities to Watch

Here are your #ideas2invest

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Market Updates


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


Another year, another armed conflict. Long-standing tensions between the US and Venezuela finally reached a tipping point this year; on 3 Jan 2026, the US launched military strikes on Venezuelan targ...

Implications of the Venezuela Conflict


A universal obsession. Few investment themes capture the imagination as powerfully as the pursuit of human longevity. A key obsession of mankind since historic times, it is emerging as one of the mos...

The Longevity Economy


A troubled world. Trump 2.0 has fundamentally reshaped the world. From the breakdown of the Transatlantic alliance to an unprecedented global tariff war, Trump has achieved all of this in a short spa...

Asset Allocation 1Q26 | An Era of Extremes


Cross-currents: Macro resilience vs policy concerns. The S&amp;P 500 has staged a remarkable rebound since the trough of the &ldquo;Liberation Day&rdquo; sell-down, fuelled no less by Trump&rsquo;s v...

US Equities 4Q25 | Navigating Cross-currents


European equities have largely traded sideways since March after a strong start to the year, reflecting weaker earnings momentum and elevated valuations after the strong price moves. Looking ahead, w...

Europe Equities 4Q25 | Pause and Refresh

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CIO Weekly


US/Japan: Tariff rebranded, power diluted. Following the US Supreme Court&rsquo;s invalidation of Trump&rsquo;s IEEPA tariffs, the administration moved quickly to invoke Section 122, imposing a 10% g...

Economics Weekly: US Tariffs Drama


US: Slowing US consumption; we pencil two rate cuts in 2H26. Despite trade wars and policy uncertainty, sticky inflation, and geopolitical tussles, US consumption remained strong through 2025. We est...

Economics Weekly: Fed Rate Cuts in 2H26



CIO Market Pulse &ndash; AI Disruption Fears

Indiscriminate sell down of &ldquo;AI Losers&rdquo; has broadened from software to wealth management companies, reinforcing our preference for &ldquo;AI...

CIO Market Pulse – AI Disruption Fears


US/Japan: Firm US labour data dampens near-term Fed cut expectations; LDP lands landmark election victory. US nonfarm payrolls rebounded to 130k in January, doubling consensus expectations of 65k. Th...

Economics Weekly: US Jobs Rebound; Japan’s Landmark Election



CIO Market Pulse &ndash; Boring is Good

Anthropic's AI plugin tool sparks software selloff as investors reassess displacement risk; Outsized capex from Microsoft and Amazon compounds tech sector wo...

CIO Market Pulse – Boring is Good

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Quarterly Insight

CIO Insights 4Q25

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CIO Insights 2Q25

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CIO Insights 4Q24

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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 1Q26

Equities to Watch

Here are your #ideas2invest

Market Updates

Gold: Looking Past the Volatility

Global Oil Majors: Share Price Resilience Amid Geopolitical Uncertainties

Rare Earths: From Scarcity to Strategic

Implications of the Venezuela Conflict

The Longevity Economy

Asset Allocation 1Q26 | An Era of Extremes

US Equities 4Q25 | Navigating Cross-currents

Europe Equities 4Q25 | Pause and Refresh

CIO Weekly

Economics Weekly: US Tariffs Drama

Economics Weekly: Fed Rate Cuts in 2H26

CIO Market Pulse – AI Disruption Fears

Economics Weekly: US Jobs Rebound; Japan’s Landmark Election

CIO Market Pulse – Boring is Good

Quarterly Insight

CIO Insights 1Q26

CIO Insights 4Q25

CIO Insights 3Q25

CIO Insights 2Q25

CIO Insights 1Q25

CIO Insights 4Q24

CIO Insights 3Q24

CIO Insights 2Q24

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