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CIO Insights 4Q24:

Equities to Watch

Here are your #ideas2invest

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US markets resume rallies on better economic data; Europe flies higher on rate cut expectations. Markets resumed their rallies post-Donald Trump&rsquo;s victory in the US elections as lower initial j...

Multi-Asset Weekly: US Equities Surge Post-Elections


China: Signs of stabilisation on decisive stimulus. Resilient external trade stayed as a bright spot in October. Exports growth increased from 2.4% y/y in September to 12.7%, resulting in a 5.1% y/y ...

Economics Weekly: Trade Protectionism in Focus


Global: Trump&rsquo;s world and the trade landscape in the coming years. Last week&rsquo;s US elections, which delivered an emphatic victory for Donald Trump and the Republican party, have brought in...


Global stocks rally on growth hopes. The conclusion of the US elections saw most major equity benchmarks rising to fresh highs on the back of expectations that policies under a red sweep would contri...

Multi-Asset Weekly: Red Sweep Gives Global Equities A New Hope


US: Trump win and the global macro narrative. The market narrative has been one of softening growth, inflation, and interest rates ahead&mdash;the Federal Reserve lowered the Federal Funds rate by 25...

Economics Weekly: Implications of Trump 2.0

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Equity Strategy


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...

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


Oil prices taking a dip but should bounce off recent lows. Brent crude oil prices have fallen more than 15% since start of 3Q24 to recent lows of around USD70/bbl, compared to an average of USD85.0/b...

Global Oil and Gas - Election Results May Boost US Plays


Resilience ahead. A variety of omnipresent risks notwithstanding, global and Asean-5 growth is expected to remain stable between 2024 and 2025. In the World Economic Outlook forecasts released during...

Macroeconomics | Notes from IMF meetings: Economic resiliency and financial risks


US HPC companies' core EPS beat estimates despite slowing sales growth. In the current quarter ending Sep 2024, US Home &amp; Personal Care (HPC) companies reported core EPS that exceeded market expe...

Global Home and Personal Care - Diversified and Defensive Portfolios Key Amid Delayed Volume Recovery


Big Tech under recent scrutiny. As Big Tech and Artificial Intelligence (AI) become increasingly established in the current investing zeitgeist, the associated shine and hype has been called into que...

AI Commercialisation to Drive Next Leg of Tech Boom (Part 3 of 3)

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Fixed Income Strategy


The upcoming US elections on 5 Nov will be closely scrutinised for key trends that could define the next four years. While the Trump campaign is associated with broader and higher tariffs, wider fisc...

Credit Strategy | Navigating US Elections – An Asian Perspective


Turning of the tides. It takes only moments to alter destinies &ndash; incumbent President Joe Biden&rsquo;s poor showing in the Presidential debates has led to an abrupt end in his bid for re-electi...

The Trump Effect on Bonds


The great Fed-given opportunity for fixed income. While much has already been said about the latest Fed hiking cycle and its far-reaching impact on both financial markets and the real economy, we bel...

The Golden Opportunity in Fixed Income


It&rsquo;s never this easy. It is especially tempting this year for bond investors to follow the simple prevailing narrative that one should just buy bonds when central banks cut rates. Yet the persi...

Global Credit 2Q24: Navigating the Descent


Nuanced resilience amongst the G3 economies has kept DM yields buoyant since the start of the year. In the US, market participants are struggling to price an appropriate Fed path. Between a perceived...

Global Rates 2Q24: Nuanced Resilience

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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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Wide range of investment strategies, research updates and market insights including asset allocation, equity strategy, and more.

CIO Insights 4Q24:

Equities to Watch

Here are your #ideas2invest

CIO Asset Allocation

Multi-Asset Weekly: US Equities Surge Post-Elections

Economics Weekly: Trade Protectionism in Focus

Economics Weekly: Trade Protectionism in Focus

Multi-Asset Weekly: Red Sweep Gives Global Equities A New Hope

Economics Weekly: Implications of Trump 2.0

Equity Strategy

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

Global Oil and Gas - Election Results May Boost US Plays

Macroeconomics | Notes from IMF meetings: Economic resiliency and financial risks

Global Home and Personal Care - Diversified and Defensive Portfolios Key Amid Delayed Volume Recovery

AI Commercialisation to Drive Next Leg of Tech Boom (Part 3 of 3)

Fixed Income Strategy

Credit Strategy | Navigating US Elections – An Asian Perspective

The Trump Effect on Bonds

The Golden Opportunity in Fixed Income

Global Credit 2Q24: Navigating the Descent

Global Rates 2Q24: Nuanced Resilience

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