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CIO Perspectives

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CIO Perspectives: Citi's Asset Allocation Views as Fed Keeps Rates Steady

The Fed in its first meeting kept rates on hold. This is in line with our expectations and our Asset Allocation views. In this episode, our APAC senior investment analyst breaks down the reasons why we decided to keep the our views steady and our expectations of where the rates could go from here.

CIO Perspectives: Citi's Asset Allocation Views as Fed Keeps Rates Steady

Recent Podcasts

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CIO Perspectives: Investing With A Warmer Than Expected US Economy

In the past couple of months, US macro data had shown that the economy was running faster than we expected. What does this mean for investments? Are our views now incorrect? This week, our APAC Head of Investment Strategy breaks down the latest developments for us and considerations for the investment portfolio.

CIO Perspectives: Investing With A Warmer Than Expected US Economy

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CIO Perspectives: Climbing the Walls of Worries

This week, two markets seem to be dealing with very distinct walls of worries. In the US, new highs in equities, led to worries about how long the rally could last, while in China, new lows with repeated disappointments are where the worries are from. Our APAC Head of Investment Strategy identifies and addresses these worries in the world's two largest markets.

CIO Perspectives: Climbing the Walls of Worries

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CIO Perspectives - The Red Sea, BOJ and China

Welcome to another edition of CIO Perspectives. In this edition, APAC's Head of Investment Strategy looks at whether violence that led to the blockade of the Red Sea is going to lead to something larger. He also discusses the Bank of Japan and China stimulus.

CIO Perspectives - The Red Sea, BOJ and China

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