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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: 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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