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Insights
Our evaluations and analyses
CIO View
Mar 27, 2024
CIO Special
Value vs. Growth
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
Mar 27, 2024
Fixed Income
Investing is a cinch
The coming months are likely to bring interesting opportunities for fixed income investors, as the longer-term prospects for fixed-interest assets continue to appear decent.
Mar 22, 2024
Equities
India’s time to shine?
The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.
Mar 21, 2024
CIO Special
Small caps ready for a comeback
Critical technologies are being identified and promoted as deglobalization advances
Mar 20, 2024
Letter to Investors
AI must fix it
No economic slump, falling inflation and the first interest rate cuts. Not a bad environment for capital investments, especially bonds. AI must deliver soon for equities.
Mar 19, 2024
Forecasts
Our forecasts
All forecasts at a glance
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Investment Topics
Asia Pacific
Back to normal? How Asian insurers are responding to rising interest rates
Rising interest rates have resulted in significant losses on the existing portfolios of Asian insurers while the overall impact on their solvency position has been positive.
Jan 13, 2021
Multi Asset
Multi-asset funds - the right mix for many market phases
With broad diversification across different asset classes, multi-asset funds can turn out to be yielding portfolio building blocks -- even in difficult market phases.
Dec 06, 2020
Sustainability
Climate change: turning it into an investment opportunity
Climate change poses many risks - but for companies and investors working to counter it, it could also offer a number of opportunities.
CIO View