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CIO Insights 2Q26

CIO Insights 2Q26: –  Resilience in Chaos

Equities to Watch

Here are your #ideas2invest

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Market Updates


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


Noise or warning bells? Recent price volatility in Business Development Companies (BDCs) has reignited concerns of deeper fragility within private credit. A sequence of high-profile events such as th...

Alternatives: The ABCs of BDC Volatility


Another year of smashing expectations. We are barely a month into the new year, and it would be an understatement to say that gold has defied all investor expectations. The precious metal rallied to ...

Gold: Looking Past the Volatility


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

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CIO Weekly


US/Japan: Japan PM Takaichi signalled an additional supplementary budget in response to Middle East tensions; Japan&rsquo;s GDP came in stronger than expected, driven by the AI supercycle and continu...

Economics Weekly: Asia’s Exports Resilience



CIO Market Pulse &ndash; AI Frenzy

Central banks caught in a dilemma: Tighten policy to contain energy-driven inflation and risk stalling growth, or stay patient and risk spiralling inflation
Despi...

CIO Market Pulse – AI Frenzy


US: Labour market resilience amid sticky inflation to constrain a Warsh-led Fed&rsquo;s easing cycle. After flip-flopping for several months, US nonfarm payrolls (NFP) finally registered two consecut...

Economics Weekly: Inflation Risks Lurk



CIO Market Pulse &ndash; Portfolio Re-risking

Portfolio re-risking underway as optimism over potential Iranian deal drives broad-based rally in risk assets; Gains concentrated in Tech and AI leader...

CIO Market Pulse – Portfolio Re-risking


US: Next Fed move a hike? Last week&rsquo;s FOMC meeting to decide the course of US monetary policy was the last one under Chair Jerome Powell. He will not disappear from the scene entirely though, a...

Economics Weekly: Fed Unlikely to Cut in 2H26

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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.

CIO Insights 2Q26

Equities to Watch

Here are your #ideas2invest

Market Updates

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

Alternatives: The ABCs of BDC Volatility

Gold: Looking Past the Volatility

Global Oil Majors: Share Price Resilience Amid Geopolitical Uncertainties

CIO Weekly

Economics Weekly: Asia’s Exports Resilience

CIO Market Pulse – AI Frenzy

Economics Weekly: Inflation Risks Lurk

CIO Market Pulse – Portfolio Re-risking

Economics Weekly: Fed Unlikely to Cut in 2H26

Quarterly Insight

CIO Insights 2Q26

CIO Insights 1Q26

CIO Insights 4Q25

CIO Insights 3Q25

CIO Insights 2Q25

CIO Insights 1Q25

CIO Insights 4Q24

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