CIO Corner
State of play at half-time of 2026
Investors should design a game plan, stay committed to their strategy and focus on long-term performance
US deficits, not de-dollarisation, reshaping bond markets: Franklin Templeton
Issues such as persistent fiscal spending are likely to keep yields elevated, says firm’s fixed-income CIO
The Magnificent Seven: Old wineskin for new wine
Investors must look beyond these stocks to find companies positioned to lead in the race for agentic AI
What type of forecaster are you?
The key is to consider how you would react if your views proved incorrect across different time horizons
Investing in an energy-driven world
Capital deployed into low energy-intensity, high-quality compounders should outperform
Compute vs concrete: For investors, not a binary choice
There will be winners on both sides, as software capability leans more heavily on physical assets
What history tells us about what it takes to reap positive market returns amid an oil shock
Negative real interest rates will help investors to repeat the 1973, 1990 and 2003 energy investment booms
War and peace: portfolio ramifications
Investors should retain core investment exposures, complemented by hedges to reduce portfolio volatility
Staying invested through volatility
Studies on geopolitical shocks indicate that equity market drawdowns linked to such events are usually brief
