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| Insights-Home |
Insights-Listing |
| Trump, Powell and Fed independence |
Fixed Income Research: Prefer duration over credit in 2023, overweight US Treasuries and Developed Market Investment Grade |
| Macroeconomics: China's second V-shaped recovery |
Macroeconomics: Fed to slow to 25bps hikes |
| Macroeconomics: Hawkish Fed meeting minutes |
Fixed Income Research: Emerging market sovereigns 2023 outlook: A more favourable year for EM Bonds |
| Equity Research: Biodiversity and COP15 |
Macroeconomics: China: Upgrading 2023 GDP growth |
| Equity Strategy Report: Singapore Strategy - Hopping into the year of the rabbit |
FX Focus: USD bear has further to run |
| Fixed Income Research: Asia credit – A better 2023 |
Investment Strategy: Rally fuelled by inflation optimism not fully discounting growth risks |
| Macroeconomics: Beware hawkish central banks |
Macroeconomics: US payrolls boost Fed hiking risks |
| Fixed Income Research: What lies ahead for Chinese property bonds |
Equity Strategy Report: Singapore Budget 2023 - A season of love |
| Macroeconomics: Pivotal Fed, ECB & BoE meetings |
Investment Strategy: China awakens – Local impact global ripples |
| Macroeconomics: Too early to forget Fed hikes |
Macroeconomics: Fed To Hike In March, May & June |
| Macroeconomics: Steady ECB, dovish BoE |
Macroeconomics: Japan - New governor, new risks |
| Diversity, Equity and Inclusion – Beyond a feel-good concept |
Macroeconomics: China reopens, activity rebounds |
| Macroeconomics: Powell flags return to larger hikes |
Investment Strategy: Hitchhikers' guide to yield seeking |
| Equity Strategy Report: Is it time to look at dividends? |
Macroeconomics: The Fed, banks, liquidity & equities |
| Macroeconomics: ECB’s dovish 50bps hike |
FX Focus: De-dollarisation hype |
| FX Focus: Not all safe havens are equal |
Macroeconomics: Strong US payrolls, no Fed rate cuts |
| Macroeconomics: Dovish Fed, cautious outlook |
Fixed Income Research: Fed peak – pain or gain? |
| Macroeconomics: The last BoE rate hike |
Macroeconomics: April CPI favours Fed pause |
| Macroeconomic: US recession risks rise |
Macroeconomics: China's reopening boom eases |
| Macroeconomics: China's reopening tailwinds |
Macroeconomics: Japan's rising sun |
| Macroeconomics: Fed to hike despite slowing payrolls |
Macroeconomics: Bank of England to hike to 5% |
| Macroeconomics: The Fed's core problem |
FX Focus: US dollar's gradual decline |
| Macroeconomics: China's consumers return in style |
Equity Research: Global Travel – Into the new world |
| Fixed Income Research: Duration back in vogue |
Investment Strategy: Effects of rising US treasury yields |
| FX Focus: Twists and turns of the Greenback |
Macroeconomics: Make China grow again |
| Japan: Here comes the sun |
Positioning for Peak Rates |
| Macroeconomics: China's central Bank cuts rates |
Macroeconomics: Powell’s Jackson Hole warnings |
| Macroeconomics: The Fed's hawkish hold |
Macroeconomics: Dovish bank of Japan’s hawkish hint |
| Macroeconomics: Hawkish ECB, dovish BoJ |
Macroeconomics: Risks Lurking From The Fed’s QT |
| Investment Strategy: Asia - The Game Changer |
Macroeconomics: Fed to pause as core inflation eases |
| FX Focus: At the Halfway Point |
Commodity Focus: Tighter oil market now, looser later |
| Macroeconomics: US Inflation fever finally easing |
FX Focus: Mind the growth gap |
| Why ex-Prime Minister Jacinda Ardern inspires me as a leader |
FX Focus: Too soon to ease |
| Macroeconomics: From rate hikes to cuts |
Fixed Income Research: What rising rates means for fixed income performance |
| Macroeconomics: A pivotal payrolls report for the Fed |
Turning points in the final lap |
| Macroeconomics: Falling savings, pivoting Fed |
Equity Research - Sustainable palm oil |
| Fast forward to the future – What 2024 holds for investors |
FX Focus: Thinner air |
| Macroeconomics: China’s momentum slows |
Macroeconomics: US payrolls signal Fed is finished |
| US markets, foreigners & the USD |
Early rate cut hopes fade |
| Four fears from Trump 2.0 |
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| Bank of Japan stays dovish |
Japan's markets defy recession |
| Ending China’s year of deflation |
A reflection on the past and future |
| Strategy Report: Singapore Budget 2024 - A Budget for All |
How Bank of Singapore is set for its next phase of growth in the Middle East |
| Year of Elections: Investment implications in 2024 |
Chinese banks' record rate cut |
| Firm Japan inflation, April rate hike |
Empowerment Economics: Women, Workforce and Wealth |
| ECB To ease from June |
Fed Cuts Likely Despite US Payrolls |
| Gold's curious rally |
US inflation firm not fearful |
| Still springtime for Japanese equities |
Fed doesn't fold on future cuts |
| Macroeconomics: New BoJ governor, old dovishness |
Good as gold |
| Buying time, calming fears |
US inflation eases, Fed hopes rise |
| Weak GDP to keep BoJ dovish |
Mixed China data spurs new easing |
| Early election, stronger outlook |
Upgrading China and Hong Kong equities: In early stage of recovery |
| Calm markets, cheap protection |
Global aviation – cloudy, with a chance of sunshine |
| A wind from the East |
US inflation, Fed meeting both surprise |
| Bank of Japan’s baby steps only |
DM IG: Play Defense |
| China’s solid but uneven growth |
Slower Payrolls Supports Fed Easing |
| France’s Major Election Surprise |
China Strategy: 2H24 outlook |
| The Fed’s Anchor For Long-Term Rates |
Asia high yield |
| Soft inflation sets Fed for September |
Neutralising our ‘Underweight’ position |
| Biden’s exit trims Trump trades |
People’s Bank of China cuts rates |
| No Fed panic despite recession fears |
No alarms in the weekly US data |
| Falling inflation favours Fed easing |
China’s GDP challenge continues |
| Strong US, Japan data defy recession |
US Election and the Dollar |
| S-REITs sector: A turning point |
Fed rate cuts to start in September |
| China's troubling data |
Dollar down but not out |
| China's GDP growth target at risk |
Fed surprises, markets disappointed |
| Start of the easing cycle |
Fiscal support direction unveiled but still awaiting details |
| Encouraging but details lacking |
Analysing Bulls in China’s Shop |
| Positioning for rates volatility |
Uncertainty in the formation of expectations |
| Japan - A season of transitions |
America votes, Fed meets |
| How family enterprises can build ESG into investment strategies |
Trump and the US dollar |
| Macro regime instability demands diversification |
Staying selective with gold |
| Building resilient future societies |
Four lessons from the US inflation data |
| January’s four key US dates |
AI revolution: Anything but Artificial |
| How far can the US dollar go in 2025? |
2025 Supertrends: The Changing World Order |
| UK - More scare than crisis |
Strong US payrolls, last Fed rate cut |
| Bonds remain a perennial diversifier |
China's firmer end to the year |
| Strategies for long-term investors |
Reflections on a year of growth for Bank of Singapore in Greater China |
| US growth strong before tariffs start |
US tariffs rise, China limits reply |
| Greenland, Gaza, greenbacks and gold |
Treasury quarterly refunding |
| US wages, tariffs raise inflation risks |
Gold can shine even brighter |
| Investor’s Playbook under Trump 2.0 |
Why time in the market beats timing the market |
| Inflation challenges the Fed again |
Singapore budget 2025 |
| America’s Trade Wars Escalate |
IWD 2025 |
| How family enterprises can address succession planning amid complexity |
Cracks forming in credit spreads |
| US auto tariffs & other scenarios |
America’s trade shock |
| Gold price has yet to peak |
Navigating drawdowns |
| Rates rally, what’s next? |
China's Bullish 2025 Targets |
| A fiscal game changer for the Euro |
Tariffs Up, Markets Down |
| No Mar-a-Lago sequel to Plaza |
US inflation, fiscal data calms fears |
| OPEC's surprise adds |
China sees firmer 2025 start |
| No surprises from the Bank of Japan |
Fed holds rates, flags uncertainty |
| Revisiting basics for resilience and adaptation |
The overvalued USD |
| US pauses new tariffs but lifts China’s |
Singapore: Opportunity in crisis |
| Falling markets to force US-China deal |
China’s US treasury holdings |
| China’s firm GDP bolsters Beijing |
Not business as usual with tariffs, tensions and turbulence |
| The USD decline can extend |
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| 2025 Supertrends: The Changing World Order |
2025 Supertrends: Rethinking Portfolios, Reimagining the World |
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Americans, foreigners and the USD
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Ten reasons to (always) hold SGD
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People’s Bank of China eases again
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Fed review: No early cuts
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BoE rate cut, US-UK trade deal
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US-China truce: Seven forecasts
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Benign US inflation before the tariffs
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US ratings down, broader risks up
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De-escalation, dollar and debt
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‘Sell America’, counting the days
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Tariff swings, fiscal pressures
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Private credit: Compelling yields or late cycle trap?
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How to spend it (in Berlin and Beijing)
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The HKD peg and global markets
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US payrolls slows, Fed still waiting
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US inflation calms tariff fears
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Will the safest haven please stand up?
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The unloved US dollar
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Portfolio Explainer Series 1: Strategic asset allocation for a changing world
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Portfolio Explainer Series 2: Foundations for strategic asset allocation
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2025 Supertrends: Rethinking Portfolios, Reimagining the World
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What portfolio construction and space missions have in common
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Stagflation fears return
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USD reprieve is only temporary
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Singapore equities – 60 in 60
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Reconstructing global equities: Strategic allocation in a new world
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Government bonds defy China’s bears
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Powell leans towards September cut
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Taking up the baton
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Has US equity leadership run its course?
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The loneliness of long-term bonds
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New gold rush
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Stubborn inflation to limit Fed easing
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Equity drawdowns: Valuations, macro context, and lessons for investors
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Foreigners still have huge US holdings
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Thirty year low for the USD in global FX reserves
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Gold’s sheen reflects uncertainty
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The Fed's hawkish cut
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Dovish BoJ leaves interest rates on hold
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6 in 60: Singapore's strategic sustainability conquest
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ECB stays on hold again
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The Fed’s uncertain outlook
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Real reasons for JPY weakness
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Venezuela’s shock to world order
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2026 Supertrends: Bridging Worlds; Building Whole Portfolios
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Mixed jobs data, less Fed urgency
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December inflation eases Fed’s dilemma
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Greenland: Watchful of tail risks
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Greenland goes global
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Greenland, Japan risks lift global yields
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Greenland’s deal, greenback’s damage
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The critical act of joint FX intervention
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USD in danger
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Warsh as Fed chair: What to expect and market implications
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