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CIO Insights 2Q25: Build Resilience Amid Tariffs

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Growing risk of a US recession as uncertainty mounts from a tariff war and wavering consumer confidence over DOGE and immigration policies.

Despite the game-changing world of geopolitical tensions and Trump&rsquo;s tariffs, stay invested as the Fed leans on lowering rates in a soft landing economy. Employ our barbell strategy to ensure po...

CIO Insights 1Q25: Game Changers

With good progress towards price stability, the Fed has indicated it is time to shift its policy towards lowering rates. The bumper50 bps rate cut will shore up the likelihood of a soft landing. This ...

CIO Insights 4Q24: In a Sweet Spot

Recent economic data point to a US soft landing, with tapering growth and inflation. A trajectory of gradual rate cuts by the Fed is positive for risk assets.

CIO Insights 3Q24: Risk Assets in Play

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&ldquo;I visited South Africa on a work trip last month, and am planning to tour France with my family later this year.&rdquo; Let us pause and consider how nondescript the above sentence sounds to an...

Space: The Next Frontier

When I visited the Loro Piana boutique at Marina Bay Sands in Singapore, the retail assistant brought over a polo t-shirt made of wool he thought I might fancy. It didn&rsquo;t look like much. It was ...

Luxury, Redefined.

We stand at the cusp of an AI-driven revolution. What was once science fiction is now a tangible force transforming the world we live in.AI will present a new realm of possibilities and perils, and a ...

CIO Insights 2Q25:

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Space: The Next Frontier

Luxury, Redefined.

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