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CIO Insights 1Q25:

Equities to Watch

Here are your #ideas2invest

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CIO Insights 1Q25

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Market Updates


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


After record-breaking spending and considerable drama, the US presidential elections is set to place tomorrow, 5 November. Along with picking a President and Vice President, Americans will also vote ...

US Elections and the 2025 Macro Narrative


Cheaper at the horizon. Interest rate hikes in the 2022 Fed tightening cycle, and subsequent bouts of public market corrections, precipitated a dip in private equity valuation multiples to 10.8x in 2...

The Enduring Value of Co-Investments in Uncertain Times


2024 US Presidential Election &ndash; Down to the wire. The 2024 US Presidential race begun with Trump leading the polls, fuelled by strong support and a campaign centered on economic nationalism. Ho...

US Presidential Election: Macro & Cross-Assets Implications


The Japanese yen remains a central focus for carry trade unwinds; But rising Middle East tension also warrants close attention. While predicting developments on the ground is difficult, an all-out wa...

Middle East Conflict – Gold and Oil as Effective Hedges


Twin headwinds: US labour market weakness and the unwinding of yen carry trade. The global de-risking that started last week continued today as Asian and European markets plummeted across the board. ...

Global De-Risking - Cross-Assets Implications


Trump vs Biden&rsquo;s Legacy. The past few weeks has been a whirlwind of unprecedented events in American politics. From the Presidential debate between Biden and Trump on 27 Jun, to the shocking as...

Impact of US Presidential Election on Equities


A surprise rally. The first two months of 2024 saw muted gold price movement, with bullion notching a marginal loss of -0.9% as at end February. This weakness, however, was short-lived as gold quickl...

Gold: Another record high in the books

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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


Lower US Rates
Our base case scenario of soft landing and gradual rate cuts is constructive for bonds and equities. Stay invested and deploy excess cash into multi asset portfolios.

CIO Insights 2Q24: Lower US Rates


Peaked US Rates
Slower economic growth and inflation rate point to a peak in US rates. 2024 is the time to put cash to work in multi-asset portfolios. Expect rate cuts to start on further signs of co...

CIO Insights 1Q24: Peaked US Rates

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CIO Weekly


Global equities face pressure from rising yields. US equities retreated as inflation concerns resurfaced and political uncertainty lingered. The S&amp;P 500 dropped 1.9%, while Nasdaq fell 2.3%. The ...

Multi-Asset Weekly: US Data Puts Pressure on Global Equities


Markets pull back ahead of key macro data releases. Global equity markets kicked off the year with a choppy performance as key benchmark indices in the US recorded losses last week on the back of pro...

Multi-Asset Weekly: Choppy Start to the New Year


Global: Rate cut outlook on track. US headline and core CPI both came in at 0.3% m/m sa, in line with consensus estimates. From our perspective, the sequence of firm inflation prints over the past fo...

Economics Weekly: Rate Cut Outlook on Track


A soft landing outlook strengthened global equities. US equities hit record highs last week. The S&amp;P 500 rose about 1%, while NASDAQ jumped 3.3%. November nonfarm payrolls (NFP) increased by 227K...

Multi-Asset Weekly: Global Equities Fly High on Jobs Data Optimism


US: Stalling disinflation. Latest price data from the US show stalling pace of disinflation. From early-2023 to mid-2024, core PCE inflation eased steadily from around 5% to below 3%. Since then, it ...