Recent Podcasts
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
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
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.