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    CIO Insights 1Q26

    The Long Game

    Equities to Watch

    In-depth and latest analyses on individual company stocks across Hong Kong marke

    Here are your #ideas2invest

    Latest market news coupled with clear next steps for you to invest

    • Investment Strategy
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    CIO Asset Allocation

    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...

    Asset Allocation 1Q26 | An Era of Extremes


    CIO Market Pulse – In Fed We Trust


    Economics Weekly: Monetary Policy Divergence


    CIO Market Pulse – Divided Fed


    Equity Strategy

    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...

    Korea Equities: Growth, Reform, and Resilience


    US Equities 1Q26 | The Return to Quality


    Global Aerospace: Cruising Through Turbulence into 2026


    Global Hypermarts: Sticky Inflation Reinforces Grocery Outperformance


    Fixed Income Strategy

    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...

    Credit Quality is Starting to Matter


    Global Rates 3Q25: Bond Vigilantes Lurk


    Credit Strategy | Emerging Concerns About a “Mar-a-Lago Accord”


    Credit Strategy | The Basis for the Tariff-led Bond Selloff


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