CIO Insights
CIO Insights: Where the currents of currencies flow
Here’s how we think about currencies and where they’re headed
28 August 2023
2023 H2 Market Outlook: Silver linings amid economic headwinds
Challenges remain on the horizon, but a painful past year has set up better returns in the future.
17 July 2023
Getting smart about AI as a long-term investor
AI mania has swept up investors, but its pay-off is all about playing the long game
19 June 2023
With the Fed on pause, here are 3 reasons to stay on the defence.
After the Fed's latest rate hike, it may be tempting to pile into riskier assets. Read our latest CIO Insights for why it still makes sense to stay defensive.
16 May 2023
A game of musical chairs: Investor concerns rotate from inflation to growth
As investor concerns rotate from inflation to growth, here are four key takeaways to watch in the months ahead.
25 April 2023
After March’s market madness, what’s next for the Fed?
Here’s how turmoil in the banking sector has affected the Fed’s interest rate path, and what it all means for investors.
31 March 2023
2023 Market Outlook: Uncertainty Breeds Opportunities
We see investment opportunities emerging in 2023 as we enter a new economic regime.
19 January 2023
Market Commentary: US inflation and interest rates | China relaxes its Covid controls
Get the latest on the markets and the economy.
22 December 2022
Could Rate Hikes Be Approaching a Peak?
Find out if central banks could be easing off on interest rate hikes, and what it means for your investments.
24 November 2022
Market Commentary: Zero-Covid China | The Fed's Recent Rate Hike
Get the latest on the markets and the economy.
10 November 2022Market Commentary: US-China tech war | Why invest before a recession
We discuss the latest global events and their potential impact on the markets
14 October 2022
A Message From Our Co-CIOs
Why markets are selling off, and what you should do.
29 September 2022