CIO Insights 1Q25: Game Changers

Geopolitical tension and Trump 2.0 present a whole new ballgame

CIO Asset Allocation

Global • Featured

CIO Insights 1Q25: Game Changers

Chief Investment Officer Hou Wey Fook calls for a barbell strategy to ensure portfolio resilience in a time of change

Global • Featured

Asset Allocation 1Q25 – A New World Order

Global • Featured

Multi-Asset Weekly | Global Equities Disappoint Amid Economic Apprehension

United States • Featured

US Equities 1Q25 – Only Game in Town

Europe • Featured

Europe Equities 1Q25 – Slower for Longer

Equity Strategy

Global • Featured

Equity Strategy | Too Early to Call DeepSeek Victory

Chinese start-up DeepSeek has emerged to challenge US AI stalwarts

United States • Featured

US Equities 1Q25 – Only Game in Town

Global • Featured

Global Consumer Semiconductors (Fabless): DeepSeek Impact – Will Guzzlers Turn Into Nibblers?

Asia ex-Japan • Featured

Asia ex-Japan Equities 1Q25 - Selective Opportunities

Global • Featured

Equities Weekly | Online Games – Strong Growth Driven by Mobile and New Titles

Fixed Income Strategy

Global • Featured

Global Credit 1Q25 – Making Bonds Great Again

Trump 2.0 a tailwind for bonds despite rates volatility; expect a gradual easing trajectory on economic strength

Developed Mkts • Featured

Global Rates 1Q25 – Navigating the Trump Landscape

Global • Featured

Credit Strategy | Soft-Landing Until Proven Otherwise

Global • Featured

Navigating US Elections: An Asian Perspective

Global • Featured

Fixed Income Weekly | Market Relief After Trump's Inauguration May Be Short-Lived

FX Strategy

Developed Mkts • Featured

Global Currencies 1Q25 - USD to Stay Supported

US election outcome feeds into the cyclically-driven USD-positive narrative

Global • 25 Feb 2025

Complacent markets repricing Trump’s tariffs threat

Global • 24 Feb 2025

Markets are overly optimistic about Trump’s push for quick fixes to complex issues

Global • 18 Feb 2025

RBA and RBNZ have scope to deliver more rate cuts this year

Global • 17 Feb 2025

EUR and AUD to meet resistance

Alternatives

Global • Featured

Alternatives 1Q25: Gold – Resilience with Alternatives

The structural case for gold remains compelling as US fiscal deficit looks set to grow under Trump

Global • Featured

Alternatives 1Q25: Private Assets – Resilience with Alternatives

Global • Featured

Alternatives | The Value in Bitcoin Volatility

Global • Featured

Alternatives - Private Assets | The Stability of Private Equity Amid Uncertainty

Global • Featured

Alternatives | Gold – Global Uncertainties Push Gold to New Highs

Commodities

Global • Featured

Commodities 1Q25 – Still Waiting

Potential tariff hikes under Trump 2.0 pose demand risk for industrial metals and agricultural commodities, while US energy security agenda to cap oil prices

Global • Featured

Commodities 4Q24: Stay Selective

Global • Featured

Global Oil & Gas: Dawn of New Era for US Shale Oil

Global • Featured

Commodities: A Closer Look at the Dynamics of Investing

Global • 3 Jul 2024

Commodities 3Q24: Regaining Momentum

Global Economics

Global • 21 Feb 2025

Strategic Policies to Address Economic Uncertainties

Global • 14 Feb 2025

Inflation Rises Amid Tariff Tensions

Global • 7 Feb 2025

Global Economies at Crossroads

Global • 24 Jan 2025

US Consumers to Bear the Burden of Trade Tariffs

Research Updates

Asia ex-Japan • 25 Feb 2025

Sembcorp Industries

Asia ex-Japan • 25 Feb 2025

Indofood Sukses Makmur

Asia ex-Japan • 25 Feb 2025

Alibaba Group

Asia ex-Japan • 25 Feb 2025

Xiaomi Corp

Asia ex-Japan • 25 Feb 2025

Tencent Holdings Ltd