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CIO Insights 2Q25:

CIO Insights 2Q25: Build Resilience Amid Tariffs

Equities to Watch

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and, above all, reframe the Republican party as one for the working class. Juxtaposed against this backdrop, it should not come as a surprise that Trump is keen to taper trade tension with China to a...

Portfolio Resilience in Era of Policy Ambiguity


Confusion and chaos amid US tariff blitz. The moment has finally arrived with Trump announcing a tariff blitz on &ldquo;Liberation Day&rdquo;. This marks the Trump administration&rsquo;s most aggress...

Navigating Trump’s Trade War


New world disorder. The days of late cannot go by without some form of geopolitical or economic shock occupying the headlines. It is a rude awakening for the capital markets, which had initially chee...

The Tipping Point for TIPS


Navigating policy headwinds in Trump 2.0. We have advised investors to seek opportunities beyond S&amp;P 500 amid policy uncertainties and early signs of moderation in the US macro momentum. On the f...

Tactical Switches to 2Q25 CIO Asset Allocation


Policy chaos and growth fears triggered US selloff. Trump 2.0 has been a game-changer. All expectations of a continuation of &ldquo;US exceptionalism&rdquo; post-Trump&rsquo;s election victory are no...

Cross-Asset Strategies for Market Sell-down on Growth & Policy Fears


Upgrade 12M TP to USD3,330/oz.. We published a report on 4 Feb covering how tariff fears sparked gold hoarding in New York, and how that consequently propelled bullion to a new all-time high. Since t...

Gold – Further Highs for Bullion as Trade War Fears Mount


Tariff fears see gold stockpiling in New York. Gold hit a fresh all-time high of USD2,817/oz on 31 Jan 2025 against a backdrop of heightened global uncertainty. The immediate catalyst for this rally ...

Gold – Global Uncertainties Push Gold to New Highs


The winds of change in the macroeconomic landscape are swelling rapidly. Within days of President Trump&rsquo;s inauguration, the world has had to deal with trade tariffs, a breakthrough in AI techno...

The Stability of Private Equity Amid Uncertainty

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US equity rally facing crossroads: Labour market strength vs tariff-driven earnings headwinds. US equities posted their ninth consecutive day of gains, driven by a more optimistic macroeconomic outlo...

Multi-Asset Weekly: US Equities Advance Another Week on Trade Optimism


US: Pushing limits. US President Donald Trump&rsquo;s &ldquo;Make America Great Again&rdquo; or MAGA agenda, especially his tariff proposals on Liberation Day (2 Apr), have shaken investor confidence...

Economics Weekly: Growth Downgrades and Divergence


Equity markets rallied strongly on delay of reciprocal tariffs. Positive sentiment from the delay of reciprocal tariffs by the US benefitted global markets. US stock markets rose, boosted by reduced ...

Multi-Asset Weekly: Markets Rally on US Tariffs Delay


US: Trump-Fed tensions cool.  Market focus has shifted from US President Donald Trump&rsquo;s criticism of Fed Chair Jerome Powell towards renewed hopes of de-escalating US-China trade tensions. US T...

Economics Weekly: Tariffs, Talks, and Transitions


Tariff fallout hits US tech. Markets ended the holiday-shortened week mostly down with the S&amp;P 500 and NASDAQ down -1.5% and -2.6% respectively, driven by losses in the tech sector amid new US-Ch...

Multi-Asset Weekly: Global Markets Split Amid Tariff and Trade Tensions

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Growing risk of a US recession as uncertainty mounts from a tariff war and wavering consumer confidence over DOGE and immigration policies.

Despite the game-changing world of geopolitical tensions and Trump&rsquo;s tariffs, stay invested as the Fed leans on lowering rates in a soft landing economy. Employ our barbell strategy to ensure po...

CIO Insights 1Q25: Game Changers

With good progress towards price stability, the Fed has indicated it is time to shift its policy towards lowering rates. The bumper50 bps rate cut will shore up the likelihood of a soft landing. This ...

CIO Insights 4Q24: In a Sweet Spot

Recent economic data point to a US soft landing, with tapering growth and inflation. A trajectory of gradual rate cuts by the Fed is positive for risk assets.