CIO Insights
Market Update: Venezuela headlines - what investors should focus on
2026 started with a geopolitical bang. Over the weekend, the Trump administration intervened in Venezuela to depose its leader, Nicolás Maduro. Here's what investors should consider.
5 January 2026
CIO Insights: Japan – still rising
Here are the four forces we see driving Japanese equities
1 December 2025
CIO Update: Is AI in a bubble?
With recent market volatility in mind, let's look past the headlines at what the data actually tells us.
25 November 2025
CIO Insights: AI runs hot, jobs run cool, and the Fed runs loose
Here’s how the macro backdrop is setting up a constructive close to 2025
10 November 2025
CIO Insights: China AI – Build Now, Profits Later
Here’s why the pace of China’s AI progress matters for global investors
9 October 2025
CIO Insights: Good Yield Hunting
How to evaluate income, and why you shouldn’t get carried away by yield alone
9 September 2025
CIO Insights: A pulse check on the healthcare sector
We explore why the sector may be on the mend – and why investors should pay attention
7 August 2025
2025 Mid-Year Outlook: A summer timeout?
Sun, sand, and strategy: How to prepare for the structural shifts ahead
9 July 2025
CIO Insights: Europe’s fiscal spark – will it ignite real growth?
Opportunities from Europe's trillion-euro spending spree
10 June 2025
CIO Insights: The long view on “Liberation Day”
Investment implications of Trump's tariffs through the “FAT” lens
8 May 2025
CIO Update: What you should know about President Trump’s tariffs
The markets have reacted strongly to Trump's tariffs – what matters is understanding what they mean for your long-term investment strategy.
3 April 2025
CIO Insights: No Pain, No Gain
The near-term impact of Trump's policies, and why diversification matters.
12 March 2025