CIO Insights
CIO Update: What you should know about President Trump’s tariffs
The markets have reacted strongly to Trump's tariffs – what matters is understanding what they mean for your long-term investment strategy.
3 April 2025
CIO Insights: No Pain, No Gain
The near-term impact of Trump's policies, and why diversification matters.
12 March 2025
Weekly Buzz: đź’° Highlights from Hong Kong's Budget 2025
Here’s what you need to know - in just 5 minutes
28 February 2025
CIO Insights: An update on India – Why the short-term dip could be a long-term opportunity
How recent policy shifts could reignite India’s economic and market momentum.
20 February 2025
Understanding the Impact of US Inflation Rate
Understanding the impact of the US inflation rate on global markets, particularly Hong Kong. Explore how rising inflation affects investments, currency, and consumer behavior.
12 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?
To understand what’s next for AI, we take a look back at the evolution of other breakthrough technologies to get a clearer view of what’s ahead.
25 November 2024
CIO 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
đź’ˇ Highlights from Hong Kong's Policy Address 2024
Hong Kong's Policy Address for 2024 is out. What’re the key highlights for you? Find out more in just 5 minutes.
18 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 2024