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CIO Insights 4Q23: <br>The Next Yield Play

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Geopolitical risk returns to the oil market. Following the eruption of armed conflict between Israel and Hamas forces in the Gaza strip, oil prices have been volatile, given the delicate position of ...

Global Oil & Gas: Return of Geopolitical Risk


Short-term boost from conflict in the Middle East. It is almost a foregone conclusion that gold benefits during tumultuous times given its status as a haven asset. Unsurprisingly, the recent escalati...

Gold: A Beneficiary of Geopolitical Risk


Investors in distressed debt do not follow the conventional market psyche. While most investors relish in an environment of optimism, distressed debt funds operate under a different framework. Episod...

A Return of Distressed Debt Opportunities


DM interest rates finding a new neutral suited for a volatile environment in the coming years. Cyclically, the Fed and the ECB are probably near to, if not already, at the end of their respective tig...

Global Rates 4Q23: Finding the Neutral


The recession that never was. The late economist John Maynard Keynes famously said, &ldquo;When the facts change, I change my mind&rdquo;. These words resonate with investors navigating the ebbs and ...

Asset Allocation 4Q23: Deliberation & Recalibration

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Equity Strategy


Price hikes as key driver. Global fast food chain operators&rsquo; latest results exceeded market expectations in the latest quarterly results. The sector saw stronger than expected sales growth of m...

Global Fast Food: Inflationary Pressures Driving Price Hikes


China brokers undervalued vs US peers; expect gap to narrow driven by favorable policy, liquidity support and structural ROE expansion. Policymakers have committed to revitalising the capital market ...

Global Financials: Favourable Policies in China


Mixed 3Q23 results; but overall guidance of stable to low growth maintained. Global alcoholic beverage (alcobev) companies&rsquo; 3Q revenue generally improved by low single digits, as inflation-led ...


Global ERP industry registered decent growth despite economic headwinds. In the Global IT Outsourcing industry, growth of the Enterprise Resource Planning (ERP) segment correlates closely with enterp...

Global Software: Digital Revolution Fuels Growth 

Net Interest Margins near peak for US, Hong Kong, and Singapore banks with Fed cuts on the table in 2H24; China banks continue to experience pressure from rates. Having delivered 525 bps of hikes this...

Global Financials: Attractive Dividend Yields in Asian Banks 

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Fixed Income Strategy


Cash can only be king when its palace is secure. Nothing agitates the markets quite as much as the news of failing banks, given how conditionally the financial system relies on confidence and confide...

All Aboard the Bank Deposit Flight


Whose deposits are they anyway? In light of recent bank failures and stresses, the previously undisputed notion that cash deposits are always and everywhere &ldquo;safe&rdquo; has been called into qu...

The Case for Bonds Over Deposits


Japan&rsquo;s inflation conundrum.  The Bank of Japan (BOJ) gave the world a Christmas shock in 2022 by widening the trading band for 10Y JGB yields from &plusmn;25 bps to &plusmn;50 bps about zero u...

Land of the Rising Yields – Influence on Longer-dated USD Bonds

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Soft Landing Ahead
Lower growth and lower inflation point to a peak in US policy rates. Rate cuts are however not imminent. This environment is not unsupportive of risk assets such as credit and equi...