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CIO Insights 3Q26

Equities to Watch

Here are your #ideas2invest

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Market Updates


Gold has been under pressure from inflation and rate worries this year. Gold has faced persistent tactical pressure as inflation and rate risks have intensified. The first major sell-off came in Janu...

Not in Need of a New Story


Structural demand thesis for gas and LNG remains intact. In an era increasingly defined by energy security concerns and the imperative of energy transition, natural gas and LNG are poised to retain t...

Global Gas and LNG Plays


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 ...

Alternatives 3Q26 – Finding Shelter


The art of the deal? &ldquo;When the facts change, I change my mind. What do you do, sir?&rdquo; John Maynard Keynes, the great 20th century economist, is often credited with this saying which aptly ...

Asset Allocation 3Q26 | War, Inflation & Capex


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

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Central Bank DilemmaThe Fed must make a difficult decision: tighten monetary policy to contain energy-driven inflation and risk stalling growth, or stay patient and run the danger of spiralling inflat...

CIO Insights 3Q26: Power Play

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

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CIO Weekly



CIO Market Pulse &ndash; Tug-of-War

Ongoing tug-of-war in risk assets as negative impact from rising bond yields is offset by strong corporate earnings momentum; UST 10Y yield hitting the 5% mark c...

CIO Market Pulse – Tug-of-War


G3: Central banks on watch. For Kevin Warsh&rsquo;s Jackson Hole speech on 28 Aug, investors entered the event not quite knowing what to expect. Warsh had offered little guidance in his previous spee...

Economics Weekly: Hawkish Warsh Shifts Market Focus to Data



CIO Market Pulse &ndash; Collision Course

Growing disconnect between Treasury efforts to suppress long-term yields and Fed&rsquo;s inflation mandate highlights worsening US debt dynamics, reinforci...

CIO Market Pulse – Collision Course


US/Eurozone: Will Warsh align with Bessent? Fed Chairman Kevin Warsh&rsquo;s Jackson Hole keynote speech on Friday, 28 Aug remains the most important event this week. The symposium is viewed more as ...

Economics Weekly: Bracing for Jackson Hole Symposium


G3: Investors are paring Fed hike expectations following a series of muted data prints from the US; conversely, pricing for further tightening by BOJ and ECB has firmed up; we expect the BOJ to accel...

CIO Insights 3Q26

Equities to Watch

Here are your #ideas2invest

Market Updates

Not in Need of a New Story

Global Gas and LNG Plays

Alternatives 3Q26 – Finding Shelter

Asset Allocation 3Q26 | War, Inflation & Capex

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

CIO Weekly

CIO Market Pulse – Tug-of-War

Economics Weekly: Hawkish Warsh Shifts Market Focus to Data

CIO Market Pulse – Collision Course

Economics Weekly: Bracing for Jackson Hole Symposium

Economics Weekly: Policy Expectations on Watch

Quarterly Insight

CIO Insights 3Q26

CIO Insights 2Q26

CIO Insights 1Q26

CIO Insights 4Q25

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