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CIO Perspectives

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CIO Perspectives: Strategies for Equity Market Myopia

Firms that invest, innovate to create new products and dominate their industry outperform. But from a total return perspective, less innovative firms that are consistent growers of dividends catch up in time. CIO does not count on a repeat of large cap US tech outperformance in the year ahead and in this podcast, our APAC Head of Investment Strategy explains why.

CIO Perspectives: Strategies for Equity Market Myopia

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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