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CIO Insights 2Q25:

CIO Insights 2Q25: Build Resilience Amid Tariffs

Equities to Watch

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CIO Insights 2Q25

CIO Insights 1Q25

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Market Updates


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


New world disorder. The days of late cannot go by without some form of geopolitical or economic shock occupying the headlines. It is a rude awakening for the capital markets, which had initially chee...

The Tipping Point for TIPS


Navigating policy headwinds in Trump 2.0. We have advised investors to seek opportunities beyond S&amp;P 500 amid policy uncertainties and early signs of moderation in the US macro momentum. On the f...

Tactical Switches to 2Q25 CIO Asset Allocation


Policy chaos and growth fears triggered US selloff. Trump 2.0 has been a game-changer. All expectations of a continuation of &ldquo;US exceptionalism&rdquo; post-Trump&rsquo;s election victory are no...

Cross-Asset Strategies for Market Sell-down on Growth & Policy Fears


Upgrade 12M TP to USD3,330/oz.. We published a report on 4 Feb covering how tariff fears sparked gold hoarding in New York, and how that consequently propelled bullion to a new all-time high. Since t...

Gold – Further Highs for Bullion as Trade War Fears Mount


Tariff fears see gold stockpiling in New York. Gold hit a fresh all-time high of USD2,817/oz on 31 Jan 2025 against a backdrop of heightened global uncertainty. The immediate catalyst for this rally ...

Gold – Global Uncertainties Push Gold to New Highs


The winds of change in the macroeconomic landscape are swelling rapidly. Within days of President Trump&rsquo;s inauguration, the world has had to deal with trade tariffs, a breakthrough in AI techno...

The Stability of Private Equity Amid Uncertainty


Red Sweep: Seismic change in US policies on the cards. The Americans have spoken. With Trump winning both the electoral college and popular vote, Americans have made themselves clear on who they want...

Trump 2.0 – Winners & Losers

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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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Trump&rsquo;s sweeping tariff policy caused market declines. The Liberation Day tariffs (universal 10%, effective on 5 Apr, and reciprocal, effective on 9 Apr) turned out to be more severe than what ...

Multi-Asset Weekly: Trump Tariffs Send Shocks Across Markets


US: Sweeping tariffs elicit widespread economic concern. US President Donald Trump announced sweeping tariffs on Liberation Day (2 Apr). Country-specific reciprocal tariffs (starting on 9 Apr) includ...

Economics Weekly: Tariff Shock


US: Cloudy economic outlook ahead. The Atlanta Fed GDPNow model flagged a shallower US economic contraction in 1Q25. GDP growth was projected at -1.8% on 18 Mar vs -2.8% on 3 Mar. Upon closer scrutin...

Economics Weekly: Tariff Pains


US and Europe equity markets posted lacklustre performances while China markets declined. The US Federal Reserve left interest rates unchanged and stated in its March policy meeting that it considere...

Multi-Asset Weekly: A Week of Static Movement for Global Equities


US: Fiscal troubles and worsening growth momentum. US public sector debt burden, at 121% of GDP, is at an uncomfortable level, as is the fiscal deficit, at 7.5% of GDP. US authorities are keen to tac...