Investment outlook
Gold on track for US$6,000 by year-end despite recent volatility: Deutsche Bank Private Bank CIO
Investors should diversify their portfolios and focus on AI-related asset classes, says Christian Nolting
Learning to speak about the future without promising it
Forward-looking guidance, done well, is not about forecasting earnings per share to the second decimal; it is about explaining strategic intent
US inflation, not geopolitics, remains biggest risk to markets in 2026, says this chief investment strategist
LGT Private Banking’s Stefan Hofer cautions that market volatility will be ‘much higher’ this year
Positioning portfolios for a closing of the gap in the US’ K-shaped economy
Looking ahead, stimulative policies are likely to benefit consumers
AI equities, bonds and emerging markets: Building portfolio agility for 2026
As market leadership shifts and volatility persists, L&G’s Head of Investment Strategy Asia Ben Bennett makes the case for spreading risk across growth stocks, fixed income and developing economies
CapitaLand eyes Gulf region’s ‘deep, liquid pools of capital’, investments in logistics, hospitality
Real asset manager intends to grow its presence and engage investors in the region, as the oil-producing nations reinvent themselves
The ‘four’ behind Vietnam: Can 2026 political reset deliver the growth it promises?
What investors should know as the country heads into its most consequential leadership transition in decades
New airports, high-speed rails, Olympic complex: Vietnam shifts into top gear
The once-in-a-decade fiscal splurge for infrastructure build-out is a key driver for the country’s 10% growth goal
State of play for investments in 2026
Over the next five years, structural supertrends are expected to intertwine and influence strategic decisions on how to allocate capital, manage risks and identify growth opportunities.
Asia still ‘under-invested’ despite improving profits, attractive valuations: DBS
Stronger income, growth and valuations point to ‘clear and present’ opportunities in Asia, says senior investment strategist
