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The Xi–Trump summit reinforced managed US–China competition. Explore trade outcomes, market implications and key policy dates investors should watch.September 29, 2026 -
Global Weekly market insights: Why Meta’s Muse may support the AI bull market
Brian Levitt
Oil and rates may challenge markets, but the success of Meta’s personal AI agent suggests the structural AI growth story may remain on track.September 29, 2026 -
Asia Pacific BOJ raised rates again following June hike
Tomo Kinoshita
At its Monetary Policy Meeting held on September 17-18, the Bank of Japan (BOJ) raised its policy rate from 1.00% to 1.25%.September 28, 2026 -
Global Higher for longer: What the Fed's latest rate hike means for investors
David Chao
The September FOMC meeting marks an important shift in the policy cycle. After more than three years without a rate increase, the Fed has resumed tightening.September 17, 2026 -
Asia Pacific Asian currency outlook: Is the yen set to strengthen?
David Chao
Explore why the Japanese yen and other Asian currencies could strengthen as inflation risks, policy shifts, and reduced carry trades weigh on the US dollar.September 16, 2026 -
Global The Big Picture: Leaning into higher yields
Paul Jackson
Many central banks are now tightening, and bond yields have risen. However, we believe the global economy remains in expansion mode, which encourages us to continue favouring cyclical assets, if not quite as much as before.September 15, 2026 -
Global Are we slowing down AI progress?
Ashley Oerth
AI concerns have reached a fever pitch in recent months after several high-profile AI safety incidents this year.September 15, 2026 -
Global Uncommon truths: Let’s twist again!
Paul Jackson
US Treasury Secretary Bessent believes that long yields have lost touch with economic fundamentals and has sanctioned a doubling of the purchase size allowed in the Treasury’s buyback programme for long-dated bonds.August 26, 2026 -
Markets and Economy Weekly market insights: What stock market pessimists may be missing
Brian Levitt
Higher debt and rates are grabbing headlines, but earnings strength and market resilience may matter more for long-term investors.August 25, 2026 -
Global Middle East conflict: The oil shock risk is back
Benjamin Jones, Ashley Oerth
Tensions in the Middle East have escalated once again, with daily exchanges of strikes between Iran and US assets in the region.July 24, 2026 -
Asia Pacific An alternative model: China’s low-cost AI strategy
Ashley Oerth, Thomas Wu
China’s low-cost AI strategy is reshaping the race for AI leadership, driven by efficient models, chip innovation and growing enterprise adoption.July 22, 2026 -
Asia Pacific China Q2 GDP growth slows, but June data shows economic resilience
David Chao
China Q2 GDP growth slowed to 4.3 percent, but stronger June data showed resilience across exports, retail sales, and industrial output.July 17, 2026
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