StashAway Resources

CIO Insights

Fiscal policy, AI, and Trump remain in focus, but China could be a disruptive force.

With recent market volatility in mind, let's look past the headlines at what the data actually tells us.

We break down the four forces we see driving Japan’s resurgence and what they could mean for the country’s outlook ahead.

In this month’s CIO Insights, we unpack how hotter spending in AI, cooler jobs, and a looser Fed are shaping the global economy’s path.

In this month’s CIO Insights, we explore China’s AI progress, and what it signals about the outlook for Chinese equities.

In this month’s CIO Insights, we cover the methods of evaluating income, and why you shouldn’t get carried away by yield alone

We explore why the sector may be on the mend – and why investors should pay attention

Sun, sand, and strategy: How to prepare for the structural shifts ahead

In this month’s CIO Insights, we’ll explore where the opportunities and challenges lie on the continent.

In this month’s CIO Insights, we assess the investment implications of Trump's tariffs through our “FAT” lens.

The markets have reacted strongly to Trump's tariffs – what matters is understanding what they mean for your long-term investment strategy.

The near-term impact of Trump's policies, and why diversification matters.