Critical intelligence on asset allocation and implementation across asset classes
As we near 2026, the global economy stands at the crossroads of technological acceleration and policy fatigue. Liquidity and optimism coexist with structural imbalances. For investors, the challeng...
Japanese equities enter 2026 with supportive political, economic and policy conditions, underpinned by the new Takaichi administration and strengthened US-Japan ties. Shareholder activism and M&A a...
We expect a modest slowing in global growth through 2026, with the year shaped by policy divergence, persistent trade uncertainty and an evolving set of relative value opportunities across global f...
We have a positive outlook for Asia in 2026, with the region seen to be supported by improving trade, contained inflation and supportive fundamentals. As monetary policies diverge, narrowing rate d...
While the early indicators of economic growth appear strong for 2026, stretched valuations keep us in a wait-and-see mode. Should the Fed deliver cuts to the extent expected by the market, conditio...
Singapore’s equity market is entering 2026 with momentum and a new sense of possibility. The Equity Market Development Programme is unlocking the potential of the mid- and small-cap universe, divid...
Asia Emerging Markets fixed income faces shifting dynamics in 2026. Low inflation and easing policies support local bonds, while hard currency spreads stay tight. Selective positioning is key amid...
While big tech is making headlines in the US, small caps benefit from much high pricing dispersion and market inefficiencies. Is this the area where active managers can shine?
(22:00) Ray Carroll and Jacob Greene join host Anu Rajakumar to unpack 130/30 tax-managed equity—what it is, why active extension matters, and practical ways to use customized SMAs for tax-loss har...
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