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CIO Insights 4Q25

Equities to Watch

Here are your #ideas2invest

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Market Updates


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


The upcoming US elections on 5 Nov will be closely scrutinised for key trends that could define the next four years. While the Trump campaign is associated with broader and higher tariffs, wider fisc...

Credit Strategy | Navigating US Elections – An Asian Perspective


Turning of the tides. It takes only moments to alter destinies &ndash; incumbent President Joe Biden&rsquo;s poor showing in the Presidential debates has led to an abrupt end in his bid for re-electi...

The Trump Effect on Bonds


The great Fed-given opportunity for fixed income. While much has already been said about the latest Fed hiking cycle and its far-reaching impact on both financial markets and the real economy, we bel...

The Golden Opportunity in Fixed Income


It&rsquo;s never this easy. It is especially tempting this year for bond investors to follow the simple prevailing narrative that one should just buy bonds when central banks cut rates. Yet the persi...

Global Credit 2Q24: Navigating the Descent


Nuanced resilience amongst the G3 economies has kept DM yields buoyant since the start of the year. In the US, market participants are struggling to price an appropriate Fed path. Between a perceived...

CIO Insights 4Q25

Equities to Watch

Here are your #ideas2invest

Market Updates

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

Credit Strategy | Navigating US Elections – An Asian Perspective

The Trump Effect on Bonds

The Golden Opportunity in Fixed Income

Global Credit 2Q24: Navigating the Descent

Global Rates 2Q24: Nuanced Resilience

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