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CIO Insights 3Q26

Equities to Watch

Here are your #ideas2invest

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markets

Market Updates


US sectoral rotational shifts in motion. The sell-down on S&amp;P 500 last week probably came as a surprise given the downshift in energy prices and government bond yields which traditionally buoy ri...

US Equities: Sectoral Rotation Underway


Export anchor, reflation stirrings. Following our previous update (&ldquo;China/Hong Kong Equities: First Whiffs of a Pivot&rdquo;, published on 29 Apr 2026), China&rsquo;s economic fundamentals have...

China/Hong Kong Equities: Selectivity Matters


Selectivity is key. Japan&rsquo;s equity performance since March has been largely led by the technology complex &ndash; particularly AI and semiconductor &ndash; which has helped to offset weakness i...

Japan Equities 3Q26 | Selectivity in the Rough


Cross-currents: Robust earnings vs concentration risks. Despite geopolitical tensions in the Middle East and surging bond yields, the S&amp;P 500 has rallied sharply this year with AI plays contribut...

US Equities 3Q26 | Fundamentally Strong, Tactically Fragile


Server CPU demand remains supported by AI-led data-centre expansion. Gartner projects server shipments to grow at an 8% CAGR, from 12.5m units in 2025 to 18.2m by 2030, supporting higher CPU volumes ...

AI Tech Hardware: AI is Not Just a GPU Story


Ongoing rotation commercial aerospace has moved past the worst of the Middle East fuel scare, for now. Jet fuel prices have corrected sharply from the conflict peak, while 2027 forward curves now imp...

Global Aerospace: Holding Altitude Amid Middle East Turbulence


Ongoing rotation into growth and cyclical sectors. S-REITs declined 1.6% m/m in May, underperforming STI&rsquo;s 2.5% m/m gain. The divergence reflects a continued improvement in investor risk appeti...

Singapore REITs: Attractive Valuations Offset Higher-for-longer Rate Concerns


Since our last publication on quantum computing (&ldquo;Quantum Computing: Visionary Technology, Distant Commercial Reality&rdquo;, published 20 Jan 2026), interest in the quantum computing industry ...

CIO Insights 3Q26

Equities to Watch

Here are your #ideas2invest

Market Updates

US Equities: Sectoral Rotation Underway

China/Hong Kong Equities: Selectivity Matters

Japan Equities 3Q26 | Selectivity in the Rough

US Equities 3Q26 | Fundamentally Strong, Tactically Fragile

AI Tech Hardware: AI is Not Just a GPU Story

Global Aerospace: Holding Altitude Amid Middle East Turbulence

Singapore REITs: Attractive Valuations Offset Higher-for-longer Rate Concerns

Quantum Computing: Where Dreams Meet Realism

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