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| Insights-Home |
Insights-Listing |
| Macroeconomics: Fed Hikes 50bps, Stays Hawkish |
Fixed Income Research: Prefer duration over credit in 2023, overweight US Treasuries and Developed Market Investment Grade |
| Macroeconomics: China's second V-shaped recovery |
Macroeconomics: Fed to slow to 25bps hikes |
| Macroeconomics: Hawkish Fed meeting minutes |
Fixed Income Research: Emerging market sovereigns 2023 outlook: A more favourable year for EM Bonds |
| Equity Research: Biodiversity and COP15 |
Macroeconomics: China: Upgrading 2023 GDP growth |
| Equity Strategy Report: Singapore Strategy - Hopping into the year of the rabbit |
FX Focus: USD bear has further to run |
| Fixed Income Research: Asia credit – A better 2023 |
Investment Strategy: Rally fuelled by inflation optimism not fully discounting growth risks |
| Macroeconomics: Beware hawkish central banks |
Macroeconomics: US payrolls boost Fed hiking risks |
| Fixed Income Research: What lies ahead for Chinese property bonds |
Equity Strategy Report: Singapore Budget 2023 - A season of love |
| Macroeconomics: Pivotal Fed, ECB & BoE meetings |
Investment Strategy: China awakens – Local impact global ripples |
| Macroeconomics: Too early to forget Fed hikes |
Macroeconomics: Fed To Hike In March, May & June |
| Macroeconomics: Steady ECB, dovish BoE |
Macroeconomics: Japan - New governor, new risks |
| Diversity, Equity and Inclusion – Beyond a feel-good concept |
Macroeconomics: China reopens, activity rebounds |
| Macroeconomics: Powell flags return to larger hikes |
Investment Strategy: Hitchhikers' guide to yield seeking |
| Equity Strategy Report: Is it time to look at dividends? |
Macroeconomics: The Fed, banks, liquidity & equities |
| Macroeconomics: ECB’s dovish 50bps hike |
FX Focus: De-dollarisation hype |
| FX Focus: Not all safe havens are equal |
Macroeconomics: Strong US payrolls, no Fed rate cuts |
| Macroeconomics: Dovish Fed, cautious outlook |
Fixed Income Research: Fed peak – pain or gain? |
| Macroeconomics: The last BoE rate hike |
Macroeconomics: April CPI favours Fed pause |
| Macroeconomic: US recession risks rise |
Macroeconomics: China's reopening boom eases |
| Macroeconomics: China's reopening tailwinds |
Macroeconomics: Japan's rising sun |
| Macroeconomics: Fed to hike despite slowing payrolls |
Macroeconomics: Bank of England to hike to 5% |
| Macroeconomics: The Fed's core problem |
FX Focus: US dollar's gradual decline |
| Macroeconomics: China's consumers return in style |
Equity Research: Global Travel – Into the new world |
| Fixed Income Research: Duration back in vogue |
Investment Strategy: Effects of rising US treasury yields |
| FX Focus: Twists and turns of the Greenback |
Macroeconomics: Make China grow again |
| Japan: Here comes the sun |
Positioning for Peak Rates |
| Macroeconomics: China's central Bank cuts rates |
Macroeconomics: Powell’s Jackson Hole warnings |
| Macroeconomics: The Fed's hawkish hold |
Macroeconomics: Dovish bank of Japan’s hawkish hint |
| Macroeconomics: Hawkish ECB, dovish BoJ |
Macroeconomics: Risks Lurking From The Fed’s QT |
| Investment Strategy: Asia - The Game Changer |
Macroeconomics: Fed to pause as core inflation eases |
| FX Focus: At the Halfway Point |
Commodity Focus: Tighter oil market now, looser later |
| Macroeconomics: US Inflation fever finally easing |
FX Focus: Mind the growth gap |
| Why ex-Prime Minister Jacinda Ardern inspires me as a leader |
FX Focus: Too soon to ease |
| Macroeconomics: From rate hikes to cuts |
Fixed Income Research: What rising rates means for fixed income performance |
| Macroeconomics: A pivotal payrolls report for the Fed |
Turning points in the final lap |
| Macroeconomics: Falling savings, pivoting Fed |
Equity Research - Sustainable palm oil |
| Fast forward to the future – What 2024 holds for investors |
FX Focus: Thinner air |
| Macroeconomics: China’s momentum slows |
Macroeconomics: US payrolls signal Fed is finished |
| US markets, foreigners & the USD |
Early rate cut hopes fade |
| Four fears from Trump 2.0 |
Bank of Singapore is helping to tackle climate change |
| Bank of Japan stays dovish |
Japan's markets defy recession |
| Ending China’s year of deflation |
A reflection on the past and future |
| Strategy Report: Singapore Budget 2024 - A Budget for All |
How Bank of Singapore is set for its next phase of growth in the Middle East |
| Year of Elections: Investment implications in 2024 |
Chinese banks' record rate cut |
| Firm Japan inflation, April rate hike |
Empowerment Economics: Women, Workforce and Wealth |
| ECB To ease from June |
Fed Cuts Likely Despite US Payrolls |
| Gold's curious rally |
US inflation firm not fearful |
| Still springtime for Japanese equities |
Fed doesn't fold on future cuts |
| Macroeconomics: New BoJ governor, old dovishness |
Good as gold |
| Buying time, calming fears |
US inflation eases, Fed hopes rise |
| Weak GDP to keep BoJ dovish |
Mixed China data spurs new easing |
| Early election, stronger outlook |
Upgrading China and Hong Kong equities: In early stage of recovery |
| Calm markets, cheap protection |
Global aviation – cloudy, with a chance of sunshine |
| A wind from the East |
US inflation, Fed meeting both surprise |
| Bank of Japan’s baby steps only |
DM IG: Play Defense |
| China’s solid but uneven growth |
Slower Payrolls Supports Fed Easing |
| France’s Major Election Surprise |
China Strategy: 2H24 outlook |
| The Fed’s Anchor For Long-Term Rates |
Asia high yield |
| Soft inflation sets Fed for September |
Neutralising our ‘Underweight’ position |
| Biden’s exit trims Trump trades |
People’s Bank of China cuts rates |
| No Fed panic despite recession fears |
No alarms in the weekly US data |
| Falling inflation favours Fed easing |
China’s GDP challenge continues |
| Strong US, Japan data defy recession |
US Election and the Dollar |
| S-REITs sector: A turning point |
Fed rate cuts to start in September |
| China's troubling data |
Dollar down but not out |
| China's GDP growth target at risk |
Fed surprises, markets disappointed |
| Start of the easing cycle |
Fiscal support direction unveiled but still awaiting details |
| Encouraging but details lacking |
Analysing Bulls in China’s Shop |
| Positioning for rates volatility |
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