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Wealth Insights

Bringing Citi's global views to you

Annual & Mid-Year Outlook
Market Insights

Citi’s views on the latest market movements

CIO Podcasts

Listen to key speakers from the Office of the Chief Investment Strategist discuss what's important in financial markets

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CIO Perspectives: Are Chinese Equities At A Tipping Point?

More than a year has passed since China's recovery fizzled after a reopening from the pandemic. During this period, there was a drip feed of policy stimulus and occasional tightening with no clear signs of a turning point. However, we believe that the point finally came in April-May when China’s policies refocused to lift demand and investor returns. Join us this week as our APAC Head of Investment Strategy explains the revival of Chinese equities. 

CIO Perspectives: Are Chinese Equities At A Tipping Point?

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CIO Perspectives: Did Chinese Equities Bottom Out?

China’s recent stock market rally is well supported by macro data, property and tech policy easing, capital market reforms and fund inflows from government and private sources. Several structural problems we’re watching have not been addressed but may be mitigated. Does this mean China is investable once more? Listen on as our APAC Head of Investment Strategy explains the details.

CIO Perspectives: Did Chinese Equities Bottom Out?

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CIO Perspectives: All Eyes on Interest And Inflation Rates

Interest rate volatility has picked up lately and the US jobs market has become a market focus again . This week, our APAC Investment Strategist, examines the latest developments in interest rates and the Fed's policy direction.

CIO Perspectives: All Eyes on Interest And Inflation Rates

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FX perspectives: Can The Unexpected Strength In DXY Continue?

In our April FX podcast, Our Head of FX Strategy presented a case for the broad-based DXY index to eventually fall to the lower end of its 102-104 range in the second quarter. However, things have played out different since, with the index now in a higher 104-107 range. What are the factors at play and will this continue?

FX perspectives: Can The Unexpected Strength In DXY Continue?

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CIO Perspectives: Strategies for Equity Market Myopia

Firms that invest, innovate to create new products and dominate their industry outperform. But from a total return perspective, less innovative firms that are consistent growers of dividends catch up in time. CIO does not count on a repeat of large cap US tech outperformance in the year ahead and in this podcast, our APAC Head of Investment Strategy explains why.

CIO Perspectives: Strategies for Equity Market Myopia

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CIO Perspectives: Being Ready For The Unexpected

In the past 2 weeks, heightened geopolitical tensions became a market focus again. Investors were quickly jumping to conclusions after Iran launched missiles and drones at Israel on April 13. For investors having a knee-jerk reaction to the news, it has always been proven to be too late to be effective. This week we discuss portfolios can be prepared for a less-than-ideal world.

CIO Perspectives: Being Ready For The Unexpected

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CIO Perspectives: Geopolitical Shocks and Supply Side Effects

There have been many developments over the past week. Looking within Asia first, we examine how supply side economic policies in China could have side effects on Chinese asset prices. Over in the Middle East, geopolitical risks are once again elevated. But what does this all mean for investors? Will energy supply and global markets be severely affected? Join us this week as our Asia Head of Investment Strategy uncovers all the details.

CIO Perspectives: Geopolitical Shocks and Supply Side Effects

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CIO Perspectives: Inflation, Growth and The Earnings Season

The March CPI report tipped off a proper inflation scare. Headline and core CPI each rose 0.4%m/m, both one-tenth more than expected. What drove inflation? Should investors be worried? This week, our Head of APAC Investment Strategy uncovers the factors at play.

CIO Perspectives: Inflation, Growth and The Earnings Season

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CIO Perspectives: Too Late For Tech?

With global equities up 7% year-to-date and over 30% rise for global chipmakers, many investors have been asking if it's too late to buy tech. Our Global Head of Equities answers the question this week and portfolios maintain exposure to tech.

CIO Perspectives: Too Late For Tech?