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Insights

CIO Insights

Market Commentary: Chinese tech stocks | Will there be a black swan event?

We discuss the latest global events and their potential impact on the markets

CIO Insights

What’s Behind China’s Falling Stocks?

China remains a major growing economy despite its tough regulations and tight monetary policies.

CIO Insights

Market Commentary: China’s 5-Year Plan | Protective assets in your portfolio

We discuss the latest global events and their potential impact on the markets

CIO Insights

Market Commentary: Long-term view on KWEB | Delisting of a VIE

We discuss the latest global events and their potential impact on the markets

CIO Insights

Market Commentary: Global PMI numbers | Will China ban the use of VIE?

We discuss the latest global events and their potential impact on the markets

Our Approach

US economy entering inflationary growth, Non-US economies entering disinflationary growth

Inflation-adjusted growth is the ultimate driver of returns in the medium and long term. Now, it's time to update our portfolios' asset allocation accordingly.

CIO Insights

Market Commentary: Chinese Tech under scrutiny | Inflation rates post-COVID

We discuss the latest global events and their potential impact on the markets

CIO Insights

Market Commentary: China’s anti-sanction laws | Investments to hedge against inflation

We discuss the latest global events and their potential impact on the markets

CIO Insights

Market Commentary: What’s driving inflation? | Global corporate tax rate

We discuss the latest global events and their potential impact on the markets

CIO Insights

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.