CIO Insights
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
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
How the Fed’s Balancing Act Could Play Out
Markets will eventually recover – but it’ll likely be a bumpy ride.
28 July 2022
What To Do With Your Money During Inflation and War
Markets will bounce back in the long term. But for now, here’s what you should do if you’re worried about short-term volatility.
27 April 2022
Managing Portfolio Risk in Times of Unprecedented Geopolitical Events
We recently reoptimised your portfolios to protect them in these uncertain times. Here’s more on our decision.
25 March 2022
CIO Insights: 2022 Outlook
COVID-19 has accelerated 3 key trends: a new inflation regime, China’s economic recovery, and the Fourth Industrial Revolution.
22 December 2021
The Pandemic-era Stimulus is Winding Down. What’s Next?
The US Federal Reserve will start tapering its asset purchases program. Here’s what that means for investors.
27 October 2021
CIO Insights with Stephanie Leung, Group Deputy CIO
We uncover what's behind recent inflation concerns and how our investment framework, ERRA®, optimises your portfolio for any economic environment.
25 May 2021