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2026 Outlook

The need for measured exuberance

 

Our 2026 outlook labelled “The need for measured exuberance”, reflects our belief that investors can remain constructive, but with discipline.

 

We have crafted 5 key themes to discuss how to navigate the evolving exuberance in AI; will Asia and Gold continue to be a diversifier in a weaker USD world and whether fixed income markets can benefit further from more rate cuts?

 

Regardless of what 2026 brings, our commitment remains unchanged - we remain dedicated to guiding you through shifting market dynamics with the best possible products and solutions.

 

Thought Leadership

 

 

MAY 2025

 

ASIAN Tiger 2.0: India - A Growth Story for Troubled Times

 

 

OCT 2024

 

ASIAN Tiger 2.0: The Revival of the Malaysian Tiger

 

 

JUN 2024

 

A Tale of the Fed and "Goldilocks"

 

CIO Research Reports