CIO Corner
2026 outlook: Blowing bubbles
There is clearly a tug of war of narratives as we head into 2026
Trump 2.0: the stage of moving fast and breaking things
Investors may see the global focus of Trump 2.0 shift – this time, perhaps closer to home
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.
Rising public debt and what it could mean for investors
An immediate risk is that concerns over debt sustainability and credit rating cuts could trigger periodic volatility in bond yields
Navigating the ‘K-shaped’ economy: a strategic lens for investors
Active management is non-negotiable in this fragmented and complex market landscape
Real assets get their day in the sun
Their attractiveness is being boosted by the confluence of policy and macroeconomic forces in today’s global markets
Setting portfolio expectations for 2026
Expected returns are only the starting point of putting together a portfolio
Investing in nuclear energy, a quiet backbone for the AI-powered economy
Governments are rediscovering that net zero needs dependable baseloads, not just intermittent generation
Why the famous 4% withdrawal rule for retirement may not be the answer
The modern economy is too dynamic to be governed by a fixed number derived from one country’s unique historical bull run
Opportunities in new paradigms ahead for China
Investors can expand their focus from government priority sectors towards efficient users of capital and corporate leaders who can consolidate growing segments of the economy
