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Insight 27.09.2019

The dawn of the data era

The amount of data we process today is only the tip of the iceberg.

Insight 25.09.2019

Implications of India's Bold Tax Cuts

Now that India’s surprise tax cut has hit the news, is this fiscal stimulus for real?

Insight 23.09.2019

Gold : risks for small downside correction

Gold prices have stabilised around USD 1,500 per ounce, following the US Federal Reserve's decision to cut interest rates by 0.25%, bringing its key rate to 2.00%.

Insight 30.08.2019

Investing in a time of geopolitical uncertainty

Spotlight - Unlike previous cycles, avoiding economic recession no longer ensures markets can avoid falling into bear market territory.

Insight 29.08.2019

JPY – Sleeping giant is starting to wake

A further decline in USD/JPY to around 100 is expected in the months ahead.

Insight 28.08.2019

Hong Kong outlook as trade war and protests escalate

The market is probably preparing for even higher tariffs and retaliation measures spreading further into non-tariff, direct economic sanctions.

Insight 21.08.2019

Argentina crashes but probably won’t burn

The past week has seen downward pressure on Argentine markets following the 11 August primary election, which came as a negative surprise for investors.

Insight 20.08.2019

Forex Focus: GBP – Playing Chicken

Markets have broadly priced in a no-deal Brexit.


Insight 15.08.2019

China - Trade War and Policy Direction

In a surprising move, President Trump has back-pedalled on his tariff measures against China.

Insight 09.08.2019

The end of the US-China trade war...

Spotlight - The ‘trade war’ between the US and China is likely to be nearing an end as both the US and China exhaust available imports on which they can levy new tariffs.

Insight 08.08.2019

Emerging market fixed income – current strategy

Fundamentals remain stable, the GDP gap is healthy, and central banks are supportive.

Insight 07.08.2019

Investment update on Hong Kong protests

The escalation of protest violence in Hong Kong has worsened and spread into a partial strike among the local workforce.

Insight 06.08.2019

GBP - A nightmare on downing street

Following Boris Johnson’s election, we consider six Brexit scenarios and analyse their potential impact on the British pound.

Insight 02.08.2019

Investment implications of Hong Kong protests

The escalation of protest violence between anti-government groups and the police over the past few weeks has significantly overshadowed Hong Kong’s market and economic outlook.

Insight 29.07.2019

Gold: Ready for lift-off

In June, the gold price rose by nearly 10%, moving from around $1,300 per ounce at the start of the month towards levels of around $1,430 by the end.

Insight 25.07.2019

Navigating wealth succession in Asian families

Wealth succession is complex, emotional and can be costly if not managed properly