The Fed and BoJ decisions in Q3 2026
A Fed rate hike was necessary to restore credibility and address inflation. The Fed has shown it has and is willing to do as required to lead market expectations.
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“Keep Calm and Carry On – with Discipline”
We have a 12-month positive view for risk assets as the current environment is still underpinned by robust fundamentals. Growth, productivity, liquidity and risk appetite remain supportive.
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Beyond decarbonisation: how geopolitics is reshaping climate investments in Asia
Energy security and strategic necessity, not just environmental goals are re-shaping the climate investing opportunities in Asia.
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Why bond yields are rising, what it means for investors, and how are we positioned?
Higher bond yields may trigger volatility but also provide more attractive entry points for income-minded investors.
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“Keep Calm and Carry On”: Our Bullish Outlook under the 4Rs
“Keep Calm and Carry On” - we continue to maintain a bullish view on global risk assets in Q2 2026. Favourable signposts behind a constructive outlook are still in play.
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