CIO Insights
Bet on long-term market efficiency, not short-term headlines
Why you should bet on long-term market efficiency.
7 February 20242024 H1 Macro Outlook - Part 2
These are the investment risks and opportunities we see across the global economy
22 January 2024
š 2024 Outlook On The Street
We went ahead and did the groundwork ā find out what the worldās economists are predicting for the year in just 5 minutes.
9 January 20242024 H1 Macro Outlookļ¼Part 1ļ¼
What to expect from growth, inflation, and all things returns next year.
14 December 2023CIO Insights: How you can navigate the bond marketās choppy waters
We take a look at the risks and the opportunities with the recent rise in long-term government bond yields.
21 November 2023CIO Insights: Hereās why you should consider investing in India
In this month's CIO Insights, we examine Indiaās growth story. Our conclusion: Thereās potential for its growth to continue accelerating.
25 October 2023CIO Insights: Reading between the headlines of Chinaās economic ācrisisā
A deep dive into the Chinese economy reveals longer-term investment opportunities
18 September 2023CIO Insights: Where the currents of currencies flow
Hereās how we think about currencies and where theyāre headed
28 August 20232023 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 2023Getting 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, a good defence can be the best offence
With the Fed on pause, here are 3 reasons to stay on the defence.
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