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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: 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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CIO Perspectives: Finding Undiscounted Value in a Growing Economy

Since the start of 2023, the S&P 500 and Nasdaq has grown a staggering 33.8% and 55.5% respectively. Over the same 14 months, the MSCI Japan index has gone up by 28% in USD terms despite the weaker yen. How is this possible? Will we continue to see this trend in the US and is Japan’s equities rise done? Our APAC Head of Investment Strategy provides some answers to these questions in this episode of CIO Perspectives.

CIO Perspectives: Finding Undiscounted Value in a Growing Economy

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