CIO Insights
2026 Macro Outlook: Just the FACTs
Fiscal policy, AI, and Trump remain in focus, but China could be a disruptive force.
18 December 2025When is Quadruple Witching? Understanding Its Impact on the Stock Market
Quadruple Witching sounds like something out of a mystery novel, but what is it exactly? When does it occur each year, and how does it affect the stock market? Can we glean any insights from historical Quadruple Witching price statistics? StashAway breaks it down for you.
18 December 2025CIO Update: Is AI in a bubble?
With recent market volatility in mind, let's look past the headlines at what the data actually tells us.
25 November 2025CIO Insights: Japan – still rising
We break down the four forces we see driving Japan’s resurgence and what they could mean for the country’s outlook ahead.
20 November 2025Understanding Inflation: How It Impacts Your Investment Strategy (Plus How to Beat It)
Remember when a can of Coke cost HK$7 a decade ago, but HK$14 today? The culprit behind this is inflation. StashAway breaks down the causes of inflation, its impact on investments, and exclusive strategies to hedge against it and grow your wealth in any economic climate.
10 November 2025CIO Insights: AI runs hot, jobs run cool, and the Fed runs loose
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.
27 October 2025CIO Insights: China AI – Build Now, Profits Later
In this month’s CIO Insights, we explore China’s AI progress, and what it signals about the outlook for Chinese equities.
18 September 2025
CIO Insights: Good Yield Hunting
In this month’s CIO Insights, we cover the methods of evaluating income, and why you shouldn’t get carried away by yield alone
25 August 2025CIO Insights: A pulse check on the healthcare sector
We explore why the sector may be on the mend – and why investors should pay attention
28 July 2025
2025 Mid-Year Outlook: A summer timeout?
Sun, sand, and strategy: How to prepare for the structural shifts ahead
19 June 2025
CIO Insights: Will Europe’s fiscal spark ignite real growth?
In this month’s CIO Insights, we’ll explore where the opportunities and challenges lie on the continent.
22 May 2025
CIO Insights: The long view on “Liberation Day”
In this month’s CIO Insights, we assess the investment implications of Trump's tariffs through our “FAT” lens.
24 April 2025