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Global
• 11 Dec 2025
The Longevity Economy
A universal obsession. Few investment themes capture the imagination as powerfully as the pursuit of human longevity. A key obsession of mankind since historic times, it is emerging as one of the mos...
Global
• 10 Dec 2025
Asset Allocation 1Q26 | An Era of Extremes
Global
• 8 Dec 2025
CIO Market Pulse – In Fed We Trust
Global
• 5 Dec 2025
Economics Weekly: Monetary Policy Divergence
Global
• 1 Dec 2025
CIO Market Pulse – Divided Fed
Equity Strategy
Global
• 6 Jan 2026
Singapore Equities: Strong Finish, Solid Start
Following a robust real GDP expansion of 4.8% in 2025, we expect the Singapore economy to demonstrate measured resilience in 2026, growing at its potential rate of 1.8%. Corporate earnings should con...
Global
• 12 Dec 2025
Korea Equities: Growth, Reform, and Resilience
Global
• 11 Dec 2025
US Equities 1Q26 | The Return to Quality
Global
• 3 Dec 2025
Global Aerospace: Cruising Through Turbulence into 2026
Global
• 24 Nov 2025
Global Hypermarts: Sticky Inflation Reinforces Grocery Outperformance
Fixed Income Strategy
Global
• 15 Dec 2025
Global Credit 1Q26 | Hedge & Seek
Bonds have regained hedging properties against equity risk while the purchasing power of cash is eroded under sticky inflation and rate cuts. Favour A/BBB IG credit while maintaining a 5–7Y port...
Global
• 14 Oct 2025
Credit Quality is Starting to Matter
Global
• 18 Jul 2025
Global Rates 3Q25: Bond Vigilantes Lurk
Global
• 23 Apr 2025
Credit Strategy | Emerging Concerns About a “Mar-a-Lago Accord”
Global
• 10 Apr 2025
Credit Strategy | The Basis for the Tariff-led Bond Selloff
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