CIO Insights
CIO Insights: An update on India – Why the short-term dip could be a long-term opportunity
How the country’s recent policy moves could sharpen its fundamental edge
10 March 2025
CIO Insights: Where to find “FAT” potential in US equities
The opportunities and risks across US sectors in 2025
10 February 2025
2025 Macro Outlook: “FAT” is the new normal
How Fiscal policy, AI, and Trump will dominate markets in the year ahead
10 January 2025
CIO Insights: What’s next for investing in AI?
We take a look back to get a clearer view of what’s ahead
9 December 2024
CIO Update: What another Trump presidency could mean for your investments
And its implications for the broader economy
8 November 2024
CIO Insights: Has the tide turned for China’s economy?
China's policy pivot, market rally, and what it means for investors
6 November 2024
CIO Insights: Fed rate cuts have begun – here’s what it means for your investments
The Fed’s focus has turned from taming inflation to supporting growth
9 October 2024
CIO Insights: Why US recession risks may be overstated
Here’s what the labour market, forward-looking data, and the presidential election are telling us about the state of the economy
4 September 2024
CIO Insights: Bond voyage! Our no-nonsense guide to fixed income
Kick-start your journey into the wide world of bonds
8 August 2024
Message from our Group CIO: Understanding the recent market correction
The markets have experienced some volatility recently, leading to a correction – here are some insights from our CIO on the matter.
6 August 2024
CIO Insights: 2024 Mid-Year Outlook
Navigating the markets to put your cash to work
8 July 2024
CIO Update: The yen’s weakness – what you should know
Despite potential short-term volatility, our longer-term view on Japan remains optimistic. Here’s what you should know.
1 July 2024