Geopolitical Risk

Japanese yen 10000 notes

Yen carry trade likely to go the way of cheap money

As if the US sovereign bond market needed any more stress after Kevin Warsh’s appointment as the new chair of

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Equity Income: Take It or Leave It?

Investors often assume that as they move between life stages,

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Rewired, Reshaped, Redefined Infusing AI to Drive the Next Chapter of Efficiency in Fund Management

The investment management industry is undergoing structural change. Margin pressure,

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Redefining Asian Equities

Asia is emerging as the next major destination for long-term

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Private Credit 2.0: Rethinking the Universe Featuring Johnny Brom, CIO and Founder, SAIL Investments.

As private credit continues its rapid ascent across institutional portfolios,

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Analysis

IMF issues grim warning about global debt

The International Monetary Fund (IMF) has issued a grim warning about global debt levels, forecasting that the share of debt

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Equities

Singapore’s top diplomat is “sure” markets haven’t priced worst case scenario of Middle East war

Singapore’s top diplomat warned that the economic fallout from the war in the Middle East could worsen and that financial

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Analysis

A troubled world and an unseen debt trap

Market volatility has understandably increased sharply in the wake of the US and Israeli attacks on the Iran regime. The

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Analysis

An “overwhelmingly positive” view on Asia

Asia House’s outlook for 2026 launched last month in London strikes a balanced tone: upbeat on Asia’s fundamentals, but frank about the shocks that investors must

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Analysis

More geopolitical risks, market volatility in 2026, Singapore poll shows

Geopolitical risks and sustained market volatility are likely to dominate the investment landscape this year, according to an annual survey

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Analysis

Stock markets seem indifferent to Trump’s threats and actions

Why are leading equity markets staying calm – bullish even – in the face of a cascade of startling policy

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Research

Analysis: New year, more risk?

Unexpected exogenous shocks – like surprise assaults by world powers on other sovereign states – have every chance of influencing

Risk
Analysis

Big ambitions

Taiwan takes bold steps to become an Asian asset management centre Taiwan is the latest jurisdiction after Japan vying… To

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Real Assets

Gold to the rescue of the financial system?

Analysis: Gold overtakes euro as world’s second most important reserve asset behind dollar
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Analysis

The increasingly elusive search for safe haven investments

Analysis: Tariffs, trade wars and geopolitical tensions trigger search for safe assets
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