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CIO Insights 3Q26

Equities to Watch

Here are your #ideas2invest

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Market Updates


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


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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CIO Weekly



CIO Market Pulse &ndash; Warsh Confusion

Long-end Treasury yields surged as the Fed&rsquo;s dovish messaging and renewed US-Iran tensions fuelled inflation concerns as energy prices trend higher.
S...

CIO Market Pulse – Warsh Confusion


US: Fed&rsquo;s hold amid cross currents. The FOMC kept rates unchanged at 3.75% in its July meeting. The vote was 9-3, notable for the highest number of dissents in a decade. Economists had largely ...

Economics Weekly: Fed’s Options



CIO Market Pulse &ndash; Oil, Tariffs &amp; Inflation

Renewed Middle East tensions and tariff escalation reignited inflation fears; Oil prices above USD100/bbl driving bond yields higher and weigh ...

CIO Market Pulse – Oil, Tariffs & Inflation


Global: Varying calculations for central banks. Conflicts in the Middle East and the AI cycle have driven up prices this year. In its July update, the IMF projects that global inflation will rise fro...

Economics Weekly: Inflation vs. Interest Rates



CIO Market Pulse &ndash; The Broadening Trade

Renewed US-Iran tension and dwindling strategic oil reserves to drive further spike in energy price, compelling Fed to adopt a more hawkish policy stan...

CIO Market Pulse – The Broadening Trade

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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...

CIO Insights 3Q26

Equities to Watch

Here are your #ideas2invest

Market Updates

Global Gas and LNG Plays

Alternatives 3Q26 – Finding Shelter

Asset Allocation 3Q26 | War, Inflation & Capex

Gold: Remain Long-term Constructive

Global Oil Majors: Navigating a Higher-for-longer Oil Price Environment

Gold: Near-Term Pressure

Alternatives 2Q26 | Looking Past the Volatility

Asset Allocation: Middle East Conflict Update

CIO Weekly

CIO Market Pulse – Warsh Confusion

Economics Weekly: Fed’s Options

CIO Market Pulse – Oil, Tariffs & Inflation

Economics Weekly: Inflation vs. Interest Rates

CIO Market Pulse – The Broadening Trade

Quarterly Insight

CIO Insights 3Q26

CIO Insights 2Q26

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CIO Insights 4Q25

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