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Insights
Our evaluations and analyses
CIO View
Oct 15, 2024
10 Themes
10 Themes - #5: Democratizing the capital market
The fifth topic in this series highlights the potential opportunities offered to retail investors by the opening up of private markets, in infrastructure, among other things.
Oct 10, 2024
10 Themes
10 Themes - #4: Crypto Love
The fourth topic in this series examines where the crypto market is heading after the ETF hype
Oct 07, 2024
Equities
Investment Traffic Lights
Our monthly market analysis and positioning
Oct 01, 2024
CIO Flash
China’s rescue mission
Can the recent policy measures save China’s growth target?
Oct 01, 2024
10 Themes
10 Themes - #3: AI: Billion-dollar questions
The third theme in our series examines how investors could take advantage of the already big and exponentially growing AI market
Sep 27, 2024
ESG
Reaching Net Zero remains possible
Limiting temperature increases to 1.5-2.0 Celsius degrees is not an elusive dream if the growth rates in investments into energy transition of the last five years can be maintained.
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Investment Topics
Back to normal? How Asian insurers are responding to rising interest rates
Rising interest rates have resulted in significant losses on the existing portfolios of Asian insurers while the overall impact on their solvency position has been positive.
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CIO View