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CIO Perspectives

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CIO Perspectives: US Corporate Profits Already Making New Record Highs

US Equities went from the fear of inflation and high interest rates to the fear of recession along with election uncertainties and geopolitical noise. In this podcast, our APAC Head of Investment Strategy examines the US economic landscape and uncovers opportunities that can exist in the wake of the mega cap tech selloff.

CIO Perspectives: US Corporate Profits Already Making New Record Highs

Recent Podcasts

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CIO Perspectives: Focusing on US and China

The US election remains a key topic among investors as November 5 approaches. Only a strong "sweep" of red or blue can alter the course of domestic tax policy. Across the globe, China's strong supportive measures boosted equities but will it last? This week, our APAC Investment Strategist, zooms in on US and China.

CIO Perspectives: Focusing on US and China

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CIO Perspectives: China's Policies to Fight Deflation

For two years, the China’s progressively weaker economy and repeated disappointments over policy response had kept investors away. Last week, an unprecedented series of policies were announced to restore market activity and economic growth, with still more to come. Is this time different? Our APAC Head of Investment Strategy examines the policies.

CIO Perspectives: China's Policies to Fight Deflation

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CIO Perspectives: The Fed’s First Rate Cut and US Deficit Spending

Finally, the Fed began its rate cut cycle on Sep 18. The 50bp cut was a bit more than expected. Yet, after initial decline, yields rose with stocks along with the US dollar. Our APAC Head of Investment Strategy explains why a 50bps cut happened, where the Fed is headed for the rest of the year, and a primer on where deficit spending will go with regards to the US presidential elections.

CIO Perspectives: The Fed’s First Rate Cut and US Deficit Spending

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