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CIO Insights 1Q26

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CIO Asset Allocation


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

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Equity Strategy


ASEAN equities are poised for continued robust expansion, extending the solid 12% growth delivered in 2025. Earnings momentum is set to accelerate meaningfully to 9% y/y in 2026 from 1% in 2025. Acco...

ASEAN Equities: Entering a Re-acceleration Phase


Sustained growth on e-commerce momentum. Despite the International Monetary Fund's (IMF) revised projection of a slowdown in global trade (in goods) growth to 2.0% in 2026F, the global express logist...

Singapore Equities: Strong Finish, Solid Start


Following a robust real GDP expansion of 4.8% in 2025, we expect the Singapore economy to demonstrate measured resilience in 2026, growing at its potential rate of 1.8%. Corporate earnings should con...


Tactical correction unlocks opportunities. Korea equities reached a new high on 3 Nov, delivering the strongest YTD performance of 76% among global markets. This outperformance was driven by diminish...

Korea Equities: Growth, Reform, and Resilience

With the S&amp;P 500 facing elevated valuations and high concentration risk, it is time to seek resilience via quality plays. While there isn&rsquo;t a full-blown AI bubble yet, investors should ride ...

US Equities 1Q26 | The Return to Quality

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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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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

CIO Asset Allocation

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

Equity Strategy

ASEAN Equities: Entering a Re-acceleration Phase

Singapore Equities: Strong Finish, Solid Start

Singapore Equities: Strong Finish, Solid Start

Korea Equities: Growth, Reform, and Resilience

US Equities 1Q26 | The Return to Quality

Fixed Income Strategy

Global Credit 1Q26 | Hedge & Seek

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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