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CIO Insights 2Q26

CIO Insights 2Q26: –  Resilience in Chaos

Equities to Watch

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The elephant in the room: The Iran War. The ongoing Iran War has had a significant impact on the economic landscape, most notably through rising energy prices. As energy costs increase, inflation is ...

Gold: Remain Long-term Constructive


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

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Equity Strategy


As AI expands from coding into broader business operations like customer support and enterprise search, &ldquo;Agent to Agent Communication&rdquo; is emerging as a new growth driver enabled by Model ...

Next Best Thing After Coding?


Oil prices to stay elevated even if a resolution is reached. Under our base-case scenario of a near-term resolution to the US-Iran talks and reopening of the Strait of Hormuz within 2Q26, we expect m...

US Shale Plays


AI is driving a structural memory supercycle, with memory&rsquo;s share of global semiconductor revenue set to jump sharply from 27% in 2025 to around 48% in 2026. This is underpinned by accelerating...

Semiconductors (Memory): Upcycle Momentum Intact


Sport&rsquo;s scarcity premium is real and accelerating. Since our last report on sports investments Win Like a Champion with Sports Investments, the theme has continued to perform exceptionally well...

Thematic Strategy: Sports Investment Update


End of a monopoly. The surgical robot market was effectively monopolised by Intuitive Surgical for the past two decades. However, market dynamics have shifted since its core patents started expiring ...

Global Surgical Robot Sector: Inflection Point

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Fixed Income Strategy

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&ndash;7Y port...

Global Credit 1Q26 | Hedge & Seek


It was not easy to lose money in 2025. If one merely studied aggregates, the post-April &ldquo;Liberation Day&rdquo; market performances across a broad swathe of risk assets would suggest that there ...

Credit Quality is Starting to Matter


Within the G3 space, bond vigilantes featured heavily since the start of the year. However, we should also consider the cyclical aspects as economic/political dynamics shift. Below we lay out our tho...

Global Rates 3Q25: Bond Vigilantes Lurk


Normalising the radical.  It was once upon a time outlandish to even imagine that the US would force some of America&rsquo;s foreign creditors to swap their bills and other short-term US debt into ul...

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


Nothing makes sense. We began our 2Q25 outlook lamenting about how tough it was to be a bond strategist these days. It just got a lot tougher. President Trump&rsquo;s tariffs have been unmistakably n...

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

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Middle East crises typically affect the global economy via oil prices. Prolonged disruption risks stagflation while brief standoffs will stabilise risk assets.

CIO Insights 2Q26: Resilience in Chaos

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.