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CIO Insights 2Q25:

CIO Insights 2Q25: Build Resilience Amid Tariffs

Equities to Watch

Here are your #ideas2invest

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CIO Asset Allocation


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

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Equity Strategy


Resilient power demand. European Union (EU) power demand finally saw a positive 1.4% growth in 2024, bucking the trend of two consecutive years of decline (c.-3% p.a.) in 2022-23 due to slowdown in i...

Global Beverages: Navigating Tariff Policies amid Sweeping Effects on Commodities and Global Economies


25% tariff on all aluminium imports into the US is set to weigh on beverage companies&rsquo; US operations, particularly brewers. Aluminium cans are a key packaging material across the beverage secto...


New export restrictions on semiconductor chips. The US is tightening restrictions on advanced chip exports to China, most recently blocking Nvidia&rsquo;s H20 AI chips&mdash;underscoring rising geopo...

Global Technology: Temporary Hurdle Presents Investment Opportunities


AI agents are benefitting businesses, while GenAI benefits consumers. Both Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems will benefit differently from Agentic ...

Global AI Agents: Prefer Global SaaS and Chinese Hyperscalers


Tariff headwinds denting consumer and corporate confidence. Heightened macro uncertainty and subdued sentiment appear to be weighing on US domestic travel demand and corporate bookings, alongside a r...

Global Airlines: Cloudy Horizons

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Fixed Income Strategy


Normalising the radical.  It was once upon a time outlandish to even imagine that the US would force some of America&rsquo;s foreign creditors to swap their bills and other short-term US debt into ul...

Credit Strategy | Emerging Concerns About a “Mar-a-Lago Accord”


Nothing makes sense. We began our 2Q25 outlook lamenting about how tough it was to be a bond strategist these days. It just got a lot tougher. President Trump&rsquo;s tariffs have been unmistakably n...

Credit Strategy | The Basis for the Tariff-led Bond Selloff


The upcoming US elections on 5 Nov will be closely scrutinised for key trends that could define the next four years. While the Trump campaign is associated with broader and higher tariffs, wider fisc...

Credit Strategy | Navigating US Elections – An Asian Perspective


Turning of the tides. It takes only moments to alter destinies &ndash; incumbent President Joe Biden&rsquo;s poor showing in the Presidential debates has led to an abrupt end in his bid for re-electi...

The Trump Effect on Bonds


The great Fed-given opportunity for fixed income. While much has already been said about the latest Fed hiking cycle and its far-reaching impact on both financial markets and the real economy, we bel...

The Golden Opportunity in Fixed Income

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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.

CIO Insights 2Q25:

Equities to Watch

Here are your #ideas2invest

CIO Asset Allocation

Navigating Trump’s Trade War

The Tipping Point for TIPS

Tactical Switches to 2Q25 CIO Asset Allocation

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

Gold – Further Highs for Bullion as Trade War Fears Mount

Equity Strategy

Global Beverages: Navigating Tariff Policies amid Sweeping Effects on Commodities and Global Economies

Global Beverages: Navigating Tariff Policies amid Sweeping Effects on Commodities and Global Economies

Global Technology: Temporary Hurdle Presents Investment Opportunities

Global AI Agents: Prefer Global SaaS and Chinese Hyperscalers

Global Airlines: Cloudy Horizons

Fixed Income Strategy

Credit Strategy | Emerging Concerns About a “Mar-a-Lago Accord”

Credit Strategy | The Basis for the Tariff-led Bond Selloff

Credit Strategy | Navigating US Elections – An Asian Perspective

The Trump Effect on Bonds

The Golden Opportunity in Fixed Income

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