CIO Perspectives

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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

FX Perspectives: Can The Unexpected Strength In DXY Continue?
In our April FX podcast, Our Head of FX Strategy presented a case for the broad-based DXY index to eventually fall to the lower end of its 102-104 range in the second quarter. However, things have played out different since, with the index now in a higher 104-107 range. What are the factors at play and will this continue?
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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

FX Perspectives: Can The Unexpected Strength In DXY Continue?
In our April FX podcast, Our Head of FX Strategy presented a case for the broad-based DXY index to eventually fall to the lower end of its 102-104 range in the second quarter. However, things have played out different since, with the index now in a higher 104-107 range. What are the factors at play and will this continue?
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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?

FX Perspectives: Can The Unexpected Strength In DXY Continue?
In our April FX podcast, Our Head of FX Strategy presented a case for the broad-based DXY index to eventually fall to the lower end of its 102-104 range in the second quarter. However, things have played out different since, with the index now in a higher 104-107 range. What are the factors at play and will this continue?
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CIO Perspectives: Volatility During The US Elections Period

In the past two elections, markets’ volatility surged at the election nights as polling data drove traders to inaccurate conclusions. Our APAC Investment Strategist examines the markets and potential trade policies that can arise if either side wins.

CIO Perspectives: Volatility During The US Elections Period

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