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CIO Insights 4Q26

CIO Insights 4Q26: – Resilience Rewarded

Equities to Watch

Here are your #ideas2invest

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CIO Asset Allocation


US-Iran disruption is looking increasingly structural. The probability of a protracted US-Iran conflict has increased substantially. The MOU between the two countries broke down in July, and tensions...

Gold: Recalibration


Gold has been under pressure from inflation and rate worries this year. Gold has faced persistent tactical pressure as inflation and rate risks have intensified. The first major sell-off came in Janu...

Not in Need of a New Story


Structural demand thesis for gas and LNG remains intact. In an era increasingly defined by energy security concerns and the imperative of energy transition, natural gas and LNG are poised to retain t...

Global Gas and LNG Plays


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 ...

Alternatives 3Q26 – Finding Shelter


The art of the deal? &ldquo;When the facts change, I change my mind. What do you do, sir?&rdquo; John Maynard Keynes, the great 20th century economist, is often credited with this saying which aptly ...

Asset Allocation 3Q26 | War, Inflation & Capex

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Equity Strategy


Chinese OEMs capturing a disproportionate share of Europe's recovery. EU new car registrations increased 5.7% y/y to 5.9mn units in 1H26 per ACEA, but much of the incremental growth was captured by C...

EU Autos: Chinese OEMs Keep Gaining Ground


Premium reset, rather than a break in thesis. China AI hardware has underperformed against global peers in the past quarter. Both Star50 and ChiNext recorded their worst quarterly declines, and names...

China AI Hardware:Valuation Reset


The Uber&ndash;Delivery Hero deal highlights the importance of on-the ground density and scale in food delivery. Uber's planned USD14.8bn acquisition of ~80% of Delivery Hero (DHER) expands its footp...

Article Topic: Ride Hailing: Powering Margins Via Sector Consolidation


Meta&rsquo;s Muse has pulled agentic AI back to the centre of the consumer tech debate. Not because it is the first AI assistant or Agent, but because it is one of the clearest early efforts to make ...

Article Topic: Global Tech: The Agentic Drive


Cancer vaccine sees breakthrough. On 19 Aug 2026, Moderna and Merck announced positive results from the Phase 3 INTerpath-001 trial which evaluated Intismeran, which is a personalised mRNA-based ther...

Innovative Drug Sector: Cancer Vaccine Breakthrough

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Fixed Income Strategy


When will the pain end? It&rsquo;s been nothing but bad news for bonds in 2026. Not only did we get an unexpected &mdash; but highly inflation-inducing &mdash; war in the Middle East, we also had eye...

Credit Strategy: 10Y UST at 5%. What Next?


Chaos theory. Over the last few weeks, Japan and the United States launched a rare joint currency intervention&mdash;the first major coordinated G7 action since 2011&mdash;spending nearly USD59bn to ...

Credit Strategy: Land of the Rising Yields II


Flattening or steepening? Kevin Warsh in his first meeting as Fed Chair vowed to fight inflation and deliver price stability, and the markets rewarded him with credibility &ndash; short-end rates ros...

Credit Strategy: Operation Untwist

Recent US-Iran tensions could keep inflation higher, making large Fed rate cuts less likely. While AI may help lower inflation over time, its impact is unlikely to arrive soon enough. For investors, w...

Global Credit 3Q26 | The Cost of Conflict



Dawn of a new Fed. The new Fed Chair, Kevin Warsh, made his mark by leaving out his dot; we think it communicates a lot by saying nothing at all (more on that later). First, the facts: Markets inter...

Credit Strategy: Navigating the Warsh Era

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Central Bank DilemmaThe Fed must make a difficult decision: tighten monetary policy to contain energy-driven inflation and risk stalling growth, or stay patient and run the danger of spiralling inflat...

CIO Insights 3Q26: Power Play

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...