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.
20 February 2025
CIO Insights: Where to find “FAT” potential in US equities
How fiscal policy, AI adoption, and Trump's return to office could shape sector performance in the year ahead.
28 January 2025
2025 Macro Outlook: “FAT” is the new normal
Fiscal policy, AI advancements, and Trump's agenda will shape markets the next year and beyond.
23 December 2024
CIO Insights: What’s next for investing in AI?
We take a look back to get a clearer view of what’s ahead
25 November 2024CIO 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?
With investors asking if now’s the time to return to China, this month’s CIO Insights examines whether the latest rally has more room to run.
25 October 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
25 September 2024CIO 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.
28 August 2024
Message from our 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 2024CIO Insights: Bond voyage! Our no-nonsense guide to fixed income
Kick-start your journey into the wide world of bonds and understand the opportunities in the current market environment.
29 July 2024CIO 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 2024CIO Insights: 2024 Mid-Year Outlook
Navigating the markets to put your cash to work
25 June 2024