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CIO Perspectives

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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

Recent Podcasts

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CIO Perspectives: Uncertainty Over Policy

Uncertainty shifted from US Election results to the coming administration's policy emphasis and process of implementation. This week, our APAC Investment Strategist considers the outlook for inflation, US taxes and tariffs, interest rates, and the implications for investment portfolios.

CIO Perspectives: Uncertainty Over Policy

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CIO Perspectives: Post US Elections Update

Post US Elections, markets have assumed that the US government might be unified and moved quickly to price in a different policy outlook for taxes, regulation, and trade. Join our APAC Investment Strategist this week as he unveils how the new political environment could affect investment portfolios.

CIO Perspectives: Post US Elections Update

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CIO Perspectives: Can a Candidate Move Markets?

This week in CIO Perspectives, we zoom in on the US elections. Markets have been volatile as polling data drove traders to inaccurate conclusions. Will a single candidate really make or break the markets? Our APAC Head of Investment Strategy, examines the details of this question and makes a few observations on a few of the past elections.

CIO Perspectives: Can a Candidate Move Markets?

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