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CIO Perspectives

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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

Recent Podcasts

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CIO Perspectives: Are Chinese Equities At A Tipping Point?

More than a year has passed since China's recovery fizzled after a reopening from the pandemic. During this period, there was a drip feed of policy stimulus and occasional tightening with no clear signs of a turning point. However, we believe that the point finally came in April-May when China’s policies refocused to lift demand and investor returns. Join us this week as our APAC Head of Investment Strategy explains the revival of Chinese equities. 

CIO Perspectives: Are Chinese Equities At A Tipping Point?

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CIO Perspectives: Did Chinese Equities Bottom Out?

China’s recent stock market rally is well supported by macro data, property and tech policy easing, capital market reforms and fund inflows from government and private sources. Several structural problems we’re watching have not been addressed but may be mitigated. Does this mean China is investable once more? Listen on as our APAC Head of Investment Strategy explains the details.

CIO Perspectives: Did Chinese Equities Bottom Out?

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CIO Perspectives: All Eyes on Interest And Inflation Rates

Interest rate volatility has picked up lately and the US jobs market has become a market focus again . This week, our APAC Investment Strategist, examines the latest developments in interest rates and the Fed's policy direction.

CIO Perspectives: All Eyes on Interest And Inflation Rates

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