Your browser does not support JavaScript! Pls enable JavaScript and try again.

CIO Perspectives

Podcast speaker

CIO Perspectives: Are banks sufficiently healthy to support a soft landing?

With employment, economic growth and inflation moderating, the Fed may have had its last hike in July and we could see a soft landing for the economy. Given this backdrop and the fact that US financials have underperformed this year, investors might ask, are banks sufficiently healthy to support a soft landing? This week, we look at a few reasons for why banks might be oversold in this environment.

CIO Perspectives: Are banks sufficiently healthy to support a soft landing?

Recent Podcasts

Podcast speaker

CIO Perspectives: Labor Market Slowing, Corporate Profits Growing

The latest scare over even more draconian tech export bans by the US against China has hit popular megacap tech stocks. But is the fear warranted? Our APAC Head of Investment Strategy Ken Peng brings to our attention the sharp market correction on semiconductors and how the broader equity market could be benefitting from a more dovish Fed.

CIO Perspectives: Labor Market Slowing, Corporate Profits Growing

Podcast speaker

CIO Perspectives: What's Next For Japan?

Japanese equities have traded sideways recently after a 21% surge in the first quarter. Investors are wondering if they have missed the train for Japanese equities. Our APAC Head of Investment Strategy, believes that the next phase of Japan's bull market might have just begun and gives us the key reasons why Japan represents an opportunity to diversify overly concentrated portfolios.

CIO Perspectives: What's Next For Japan?

Podcast speaker

CIO Perspectives: Do Opportunities Exist Within Fixed Income?

As investors remain excited over AI fever and the Fed's forecasts that interest rates will be 2.8% over the "longer run", one might ask are there any investment opportunities in Fixed Income? Our APAC Investment Strategist, explores whether this could be an investment worth noting.

CIO Perspectives: Do Opportunities Exist Within Fixed Income?

Related Articles