CIO Corner
To navigate markets with clarity, cut through the noise
Investors who remain grounded in data, global in perspective, and disciplined in process will be best positioned to tackle the headwinds
Positioning portfolios for a closing of the gap in the US’ K-shaped economy
Looking ahead, stimulative policies are likely to benefit consumers
Longevity barbell: How to balance cash flow certainty with transformative upside
As societies continue to age, the convergence of sectors including healthcare and housing will increasingly define where sustainable growth and long-term value creation emerge
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
