Investment outlook

RETHINKING MATTERS

Are markets at a tipping point?

Singapore's safe-haven status has attracted capital flows in periods of turmoil, while the STI's attractive valuations and stable dividends appeal to yield-oriented investors.

Navigating the new market reality of volatility and divergence

The Saigon Marina International Financial Centre (IFC) Tower is billed as the first anchor project in Vietnam's IFC zone.
INSIDE ASEAN

Beyond manufacturing: Vietnam’s ‘Doi Moi 2.0’ opens up new investment options and challenges

Despite  the recent sell-off, gold is likely to maintain its “structurally positive trend”, says Deutsche Bank Private Bank CIO Christian Nolting

Gold on track for US$6,000 by year-end despite recent volatility: Deutsche Bank Private Bank CIO

When companies do not articulate their thinking, the market fills the vacuum with its own assumptions, says the writer.

Learning to speak about the future without promising it

Stefan Hofer of LGT says: "We strongly view that in the US, Europe and most advanced economies, there’s going to be a ramping up of infrastructure spending, and that is a great investment opportunity.”

US inflation, not geopolitics, remains biggest risk to markets in 2026, says this chief investment strategist

In the US, the Trump administration is expected to push policies to “Make America Affordable Again” ahead of the 2026 midterm elections.
CIO CORNER

Positioning portfolios for a closing of the gap in the US’ K-shaped economy

With growth and inflation paths uncertain, flexibility and diversification remains key in 2026.
BRANDED CONTENT

AI equities, bonds and emerging markets: Building portfolio agility for 2026

Andrew Lim, CapitaLand Investment's group chief operating officer, says the real asset manager also intends to strengthen relationships with its capital partners.

CapitaLand eyes Gulf region’s ‘deep, liquid pools of capital’, investments in logistics, hospitality  

Vietnam’s “new era” is underpinned by the four pillars of collective leadership, as well as its ruling Party's four resolutions on science and technology, international integration, rule of law and private-sector-led growth.

The ‘four’ behind Vietnam: Can 2026 political reset deliver the growth it promises?