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Latest articles for CIO Perspectives

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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?

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CIO Perspectives: Updates from the Fed Meeting, the BOJ and the Renewed Interest in Renewables

In this week's CIO Perspectives, our Head of APAC Investment Strategy weighs in on the latest from the Fed meeting, the Bank of Japan's change in policy and why there is renewed interest in renewable energy.

CIO Perspectives: Updates from the Fed Meeting, the BOJ and the Renewed Interest in Renewables

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CIO Perspectives: Road to The White House and Healthcare’s Turnaround

Following Super Tuesday and the Supreme Court ruling that Trump can stay on ballot, the US election is set to be a rematch between two gentlemen who have each been president for four years. This week, our APAC Head of Investment Strategy looks at the state of the race and its potential market impact, and also highlight the Healthcare sector as a likely outperformer this year regardless of who wins in November.

CIO Perspectives: Road to The White House and Healthcare’s Turnaround

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CIO Perspectives: Finding Undiscounted Value in a Growing Economy

Since the start of 2023, the S&P 500 and Nasdaq has grown a staggering 33.8% and 55.5% respectively. Over the same 14 months, the MSCI Japan index has gone up by 28% in USD terms despite the weaker yen. How is this possible? Will we continue to see this trend in the US and is Japan’s equities rise done? Our APAC Head of Investment Strategy provides some answers to these questions in this episode of CIO Perspectives.

CIO Perspectives: Finding Undiscounted Value in a Growing Economy

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CIO Perspectives: US Strength and Changes to our Asset Allocation

Welcome to another edition of CIO Perspectives. This week, our senior investment strategist looks at the changes made by our Global Investment Committee (GIC) at its February meeting. The GIC tweaked its asset allocation to reflect the strength in US markets and in particular, healthcare and its sub-sectors.

CIO Perspectives: US Strength and Changes to our Asset Allocation

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CIO Perspectives: China - Will It Work This Time?

After a week-long Lunar New Year holiday, Chinese authorities stepped up measures to boost its ailing economy and markets, with a rare 25bp cut to the mortgage rate and a ban on net selling in the first and last 30 minutes of equity trading. But after a whole year of policies that could not reverse the direction of the market, will these policies be the missing pieces of the puzzle?

CIO Perspectives: China - Will It Work This Time?