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CIO Insights 1Q25:

Equities to Watch

Here are your #ideas2invest

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Market Updates


While 2024 proved challenging for aircraft OEMs, engine OEMs enjoyed a standout year. In the final quarter, Boeing (BA US) faced a seven-week strike at its West Coast facilities, crippling B737-MAX p...

Global Aerospace – Shifting Gears from Engine OEMs to Aircraft OEMs


The outcome of the US presidential election has cast a shadow of uncertainty across Asia, with the Trump presidency threatening further expansion of draconian trade policies. However, trade tariffs a...

Asia ex-Japan Equities 1Q25 - Selective Opportunities


Winds of change. The shifting winds of geopolitics and monetary policies have triggered a drastic realignment within the US portfolio positioning. With a clear, decisive victory for Trump at the pres...

US Equities 1Q25: Only Game in Town


Capex discipline trend to continue in 2025. The trend of capex discipline in the oil and gas (O&amp;G) industry is likely to persist in 2025, especially with expectations of moderating oil prices. Oi...

Global Oil & Gas - Still Constructive, but Be Selective


Firm industry growth. The global sports apparel industry is set to enter 2025 with stabilising revenue expansion estimated in the mid-single digits. Non-luxury segments are expected to drive growth a...

Global Sports Apparel - Subdued Optimism For 2025


Rise in popularity of weight-loss drugs due to simple usage and high efficacy. Obesity, often defined as having a body mass index (BMI) of over 30, affects c.650mn patients globally. The current weig...

Global Pharmaceuticals - Breakthrough in Weight Loss Drugs


Trump&rsquo;s presidency favours life insurers. With Donald Trump&rsquo;s second term in office, we expect rising interest rates and inflation, driven by his aggressive trade policies and increased p...

Global Insurers - Steer towards Growth Driven by Trump 2.0


AI inferencing to reshape data centre power use and infrastructure. Schneider projects that data centre power consumption will increase from 57GW in 2023 to 93GW by 2028 at 10% CAGR. This will be dri...

CIO Insights 1Q25:

Equities to Watch

Here are your #ideas2invest

Market Updates

Global Aerospace – Shifting Gears from Engine OEMs to Aircraft OEMs

Asia ex-Japan Equities 1Q25 - Selective Opportunities

US Equities 1Q25: Only Game in Town

Global Oil & Gas - Still Constructive, but Be Selective

Global Sports Apparel - Subdued Optimism For 2025

Global Pharmaceuticals - Breakthrough in Weight Loss Drugs

Global Insurers - Steer towards Growth Driven by Trump 2.0

Global Data Centres - AI Inferencing to Drive Next Leg of Growth

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