Latest Insights by CIO

The data shown reflects market prices and is for informational purposes only.
The data shown reflects market prices and is for informational purposes only.

Latest News

CIO Investment Themes 2025

CIO View on Asset Class

  • Overweight

  • Underweight

  • Neutral

Oct 2025
  • Equity (47.5%)

    Doubling down on growth as Asia leads with China and Singapore as key overweight markets; US remains neutral amid valuation concerns.

  • Fixed Income (47.5%)

    Doubling down on income through focusing on short-duration, globally diversified IG bonds for predictable income and stability.

  • Alternatives (5%)

    Gold remains a strategic hedge; structured products used for yield and risk management.

  • Cash (0%)

    Reduced to zero to deploy into growth and income strategies amid improving visibility.

Podcast

Webinar

Q3 2025 Market Outlook: Trump 2.0 - Beyond Tariff Tantrums

Check out our latest quarterly webinar where the CIO office unpacks the market impact sparked by Trump’s tariffs and shares actionable guidance to help you navigate ongoing volatility and protect your portfolio.

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