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CIO Insights 1Q26

Equities to Watch

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Market Updates


Cross-currents: Macro resilience vs policy concerns. The S&amp;P 500 has staged a remarkable rebound since the trough of the &ldquo;Liberation Day&rdquo; sell-down, fuelled no less by Trump&rsquo;s v...

US Equities 4Q25 | Navigating Cross-currents


European equities have largely traded sideways since March after a strong start to the year, reflecting weaker earnings momentum and elevated valuations after the strong price moves. Looking ahead, w...

Europe Equities 4Q25 | Pause and Refresh


The &ldquo;everything rally&rdquo; is here. From technology stocks to gold and cryptocurrencies, risk assets have shot through the roof in 2025. This extraordinary melt-up is set to persist as the Fe...

Asset Allocation 4Q25: The Rise of Fiscal Dominance


Rate cut catalysts back on the table. Signs of labour market weakness and stable inflation in the US saw the Fed implement a much anticipated 25 bps rate cut in September. A 22k reading for August no...

Alternatives – Gold: Still Bullish


US government shutdown looms amid impasse at Capitol Hill. The US government is heading for a shutdown as lawmakers at Capitol Hill remain stuck in negotiations over fundings and subsidies. The Democ...

US Government Shutdown: Implications for Risk Assets


Labour vs Inflation Concerns: Sharp divisions in clear sight. The Federal Open Market Committee (FOMC) has, as expected, cut the Fed Fund rate by 25 bps at the September meeting. Based on the dot-plo...

FOMC: A Land of Dissonance and Contradictions


End of fiscal conservatism. US President Trump has finally signed into law his &ldquo;One Big Beautiful Bill (OBBB)&rdquo;, which entails massive tax breaks and sharp welfare cuts that will add more ...

Asset Allocation: The Era of Big Beautiful Fiscal Excesses


lot has happened in Trump&rsquo;s first 100 days. From aggressive cost cuts at the Department of Government Efficiency (DOGE) to the unleashing of a global tariff war, his shock and awe approach has ...

Asset Allocation 3Q25 | Everything Everywhere All at Once

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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

Global growth to slow sharply amid escalating Middle-East conflict, tariff chaos, and policy uncertainties under Trump. Trajectory for lower rates remains despite an expected US inflation bump.

CIO Insights 3Q25: The Global Pivot

Growing risk of a US recession as uncertainty mounts from a tariff war and wavering consumer confidence over DOGE and immigration policies.

CIO Insights 2Q25: Build Resilience Amid Tariffs

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

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Weekly Top of Mind

Violent swings in implied probability of Dec rate cut underscores widening divergence in Fed decision making process and rising irrelevancy of Fed &ldquo;forward policy guidance&...

CIO Market Pulse – Divided Fed


US/India: Dovish signals from Fed officials and soft data fuel December rate cut bets. Following dovish signals from senior Fed officials and weaker US data, markets are reinstating bets for a rate c...

Economics Weekly: Renewed Fed Cut Bets



Weekly Top of Mind

Risk rally reaching maturity stage and with valuations looking frothy, investors increasingly find it hard to justify the valuation premium paid
Oracle&rsquo;s credit default swa...

CIO Market Pulse – AI Paranoia


US: No Recession, but the best is behind. September&rsquo;s nonfarm payroll (NFP) surprised to the upside at 119k (vs. 51k expected). However, the unemployment rate ticked up from August&rsquo;s 4.3%...

Economics Weekly: Escalating China-Japan Tensions



Weekly Top of Mind

Initial risk-on mode on US government reopening underwent a sharp reversal amid rising scepticism of a December Fed rate cut
US affordability crisis persists despite Trump&rsquo;...

CIO Insights 1Q26

Equities to Watch

Here are your #ideas2invest

Market Updates

US Equities 4Q25 | Navigating Cross-currents

Europe Equities 4Q25 | Pause and Refresh

Asset Allocation 4Q25: The Rise of Fiscal Dominance

Alternatives – Gold: Still Bullish

US Government Shutdown: Implications for Risk Assets

FOMC: A Land of Dissonance and Contradictions

Asset Allocation: The Era of Big Beautiful Fiscal Excesses

Asset Allocation 3Q25 | Everything Everywhere All at Once

CIO Weekly

CIO Market Pulse – Divided Fed

Economics Weekly: Renewed Fed Cut Bets

CIO Market Pulse – AI Paranoia

Economics Weekly: Escalating China-Japan Tensions

CIO Market Pulse – Vibecession Rising

Quarterly Insight

CIO Insights 1Q26

CIO Insights 4Q25

CIO Insights 3Q25

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