FEATURED EQUITY FUNDS
FEATURED FIXED INCOME FUNDS
Asset classes
Singapore, Individual
Change
Showing
of
Insights Posts
Article
8 min
Oil is the spark — the cost of capital is the story
Higher oil prices are refocusing markets on inflation and the Fed, but the bigger investment story may be a broader shift toward a higher cost of capital and new diversification challenges.
8 min
Article
2027-09-17
Article
4 min
The most important midterm question?
As the mid-term elections approach, the things the election won't change may matter more than who wins and who loses.
4 min
Article
2027-08-20
Article
5 min
2026 midyear geopolitical update: What “structural competition” means for investors
Our expert explores how structural geopolitical competition is reshaping markets, raising risk premiums, and creating long-term investment implications across defense, energy, technology, supply chains, sovereign credibility, and portfolio resilience.
5 min
Article
2027-07-12
Article
4 min
Iran ceasefire – risk deferred, not removed
The US and Iran have announced a two-week ceasefire. While this reduces immediate tail risk, Geopolitical Strategist Thomas Mucha cautions against mistaking it for a resolution. What should investors be watching now?
4 min
Article
2027-05-31
Article
Perspectives on the Middle East conflict
As the situation in the Middle East continues to unfold, you can find the latest insights from our investment experts here.
Article
2027-03-01
Article
5 min
The soft underbelly of US foreign policy
Our experts discuss the US-EU financial dynamics amid Greenland tensions and analyze US foreign policy's vulnerabilities.
5 min
Article
2027-02-01
Article
3 min
Oil: The real influencer in the Venezuela intervention
Multi-asset Strategist Nanette Abuhoff Jacobson details the role of oil in the recent events in Venezuela and shares the investment implications.
3 min
Article
2027-01-31
Article
3 min
Fiscal versus tariffs: what wins out for Europe?
Just as investors were starting to explore the potential for growth in Europe, Trump’s tariffs landed. To what extent is the case for Europe still intact?
3 min
Article
2026-04-30
Article
4 min
The US equity rotation: Where have all the good vibes gone?
After riding into 2025 on a wave of post-election euphoria, the US stock market has struggled to find its footing so far this year. Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at what’s changed in the markets and what it might mean for investors.
4 min
Article
2026-03-31
Article
3 min
It’s different this time: Trump faces challenging geopolitical dynamics
Our expert explores how Trump may approach the heightened geopolitical challenges his second administration faces.
3 min
Article
2025-11-30
URL References
Related Insights