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    CIO Insights 1Q26

    The Long Game

    Equities to Watch

    In-depth and latest analyses on individual company stocks across Hong Kong marke

    Here are your #ideas2invest

    Latest market news coupled with clear next steps for you to invest

    • Investment Strategy
    • Economics
    • Sectors & Thematics
    • Equities to Watch
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    CIO Asset Allocation

    Gold: Looking Past the 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 ...

    Global Oil Majors: Share Price Resilience Amid Geopolitical Uncertainties


    Rare Earths: From Scarcity to Strategic


    Implications of the Venezuela Conflict


    The Longevity Economy


    Equity Strategy

    Global Defence Sector: The Relentless Arms Race

    A prominent surge in defence spending. In an era where geopolitical fault lines crackle with unprecedented intensity – from Russia’s grinding assault on Ukraine to simmering American riva...

    Private Equity: Relative Value Meets Real Growth


    Global Equities: Implications of the ‘SaaS-pocalypse’


    Global Innovative Drug Sector: License-outs Continue


    US Banks: Watching Regulatory Changes in 2026


    Fixed Income Strategy

    Global Credit 1Q26 | Hedge & Seek

    Bonds have regained hedging properties against equity risk while the purchasing power of cash is eroded under sticky inflation and rate cuts. Favour A/BBB IG credit while maintaining a 5–7Y port...

    Credit Quality is Starting to Matter


    Global Rates 3Q25: Bond Vigilantes Lurk


    Credit Strategy | Emerging Concerns About a “Mar-a-Lago Accord”


    Credit Strategy | The Basis for the Tariff-led Bond Selloff


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