CIOInsights2Q25: Resilience Amid Tariffs

Embrace a portfolio approach

CIO Asset Allocation

Global • Featured

Asset Allocation 2Q25 – The Age of Disruption

Despite our near-term cautious view on the US, we continue to stay positive on US tech given secular growth tailwinds; seek opportunities in Europe equities and safe haven assets

Global • Featured

JGB Yield Surge – What It Means for Portfolios

Global • Featured

Multi-Asset Weekly: Fiscal Concerns and Defensive Plays

Global • Featured

Asset Allocation: The Imperative Call for Income Investing

Global • Featured

Asset Allocation: US Debt Downgrade – What’s Next?

Equity Strategy

United States • Featured

US Equities 2Q25 – Exceptionalism Challenged

A more defensive tilt necessary amid pursuit of "America First" agenda and policy chaos

Europe • Featured

Equity Strategy: Implications of US-Europe Tariff Escalation

Global • Featured

Europe Utilities: The Defensive Lynchpin

Asia ex-Japan • Featured

Asia ex-Japan 2Q25 – Navigating Trade Tariffs

Global • Featured

Equities Weekly: US Healthcare – Once Defensive, Now Under Pressure