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CIO Insights 2Q25:

CIO Insights 2Q25: Build Resilience Amid Tariffs

Equities to Watch

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Wide range of investment strategies, research updates and market insights including asset allocation, equity strategy, and more.

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Investment Strategy and Market Insights | DBS Treasures

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What happened
No end in sight for the long end. 30Y JGBs surged past the 3%-handle last week following a string of weak debt auctions amid sticky domestic inflation prints, while 10Y JGBs hover aroun...

JGB Yield Surge – What It Means for Portfolios


Running circles around analyst predictions. By now, it is well established that gold has been in a consistent bull market for the better part of the last three years. We have covered, in past publica...

Gold: Stars Align Under New World Order


What happened
Last shoe to drop. Over the weekend, Moody&rsquo;s &ndash; the credit ratings agency &ndash; downgraded the credit ratings of US debt from Aaa to Aa1. With this move, the &ldquo;holy tr...

US Debt Downgrade – What’s Next?


and, above all, reframe the Republican party as one for the working class. Juxtaposed against this backdrop, it should not come as a surprise that Trump is keen to taper trade tension with China to a...

Portfolio Resilience in Era of Policy Ambiguity


Confusion and chaos amid US tariff blitz. The moment has finally arrived with Trump announcing a tariff blitz on &ldquo;Liberation Day&rdquo;. This marks the Trump administration&rsquo;s most aggress...

Navigating Trump’s Trade War

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Equity Strategy


2025 to see more cautious consumers. Global fast food chain operators, including McDonald&rsquo;s, are experiencing declining transaction volumes in 2025, as customers, particularly those with low an...

Global Restaurants: Luring in Traffic


Diverging strategic priorities and guidance reflect varied growth drivers across Big Tech. Among major tech players, Microsoft, NVIDIA, and Amazon issued strong guidance, reflecting robust momentum i...

Magnificent 7: Bullish Outlook for Cloud and AI Businesses 


What happened
Pending negotiations, there is the risk of US imposing 50% tariff on imports from Europe beginning 9 Jul. This shift in trade policy marks a notable escalation in tensions across the At...

Implications of US-Europe Tariff Escalation


Resilient power demand. European Union (EU) power demand finally saw a positive 1.4% growth in 2024, bucking the trend of two consecutive years of decline (c.-3% p.a.) in 2022-23 due to slowdown in i...

Europe Utilities: The Defensive Lynchpin


25% tariff on all aluminium imports into the US is set to weigh on beverage companies&rsquo; US operations, particularly brewers. Aluminium cans are a key packaging material across the beverage secto...

Global Beverages: Navigating Tariff Policies amid Sweeping Effects on Commodities and Global Economies

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Fixed Income Strategy


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

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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.