Our Investment Ideas

The global luxury market is poised for a renewed upturn from 2025 onward. With global demand expected to expand 3–6% annually, easing tariff pressures and a gradual Chinese rebound create a compelling re-entry point for investors.  Luxury brands are entering a new phase of strategic evolution — reaffirming heritage, elevating craftsmanship, and strengthening direct client relationships through data-driven personalization and digital engagement. Operational discipline and dive

While the IMF revised 2025 global growth slightly upwards to 3.0%, China’s outlook improved significantly to 4.8%, highlighting relative resilience amid US and Europe remaining nearly unchanged. While most economies are still grappling with stubborn inflation, China is targeting reflation - a tailwind that supports both economic growth and financial assets. The PBoC has injected significant liquidity into money markets in recent months, stabilizing credit conditions and pushi

The global telecom sector is entering its next phase. After years of heavy 5G rollout spending, operators are shifting from network...

After months of consolidation, gold prices are showing signs of breaking higher. Technical indicators point towards this momentum shift,...

Quantum computing is emerging as one of the most transformative technologies of our time. By harnessing the principles of quantum...

Global electricity demand is accelerating, driven by AI, EVs, and reindustrialisation. It is projected to grow at an average annual rate...

After more than a decade of U.S. equity market dominance, developed international markets are showing signs of renewed strength....

Silver is emerging as a high-powered asymmetric play—combining fiscal tailwinds, industrial demand, and historical outperformance in...

As geopolitical tensions rise and global economic cycles diverge, Singapore is emerging as a strategic outlier—offering a rare...

The World's two biggest economies are going on diverging growth paths. While the US would welcome an economic slowdown to bring yields...

Structural tensions along the US yield curve call for a defensive and proactive approach to bond portfolio management, especially for...

Global GDP has historically relied on three pillars: population growth, capital investment, and productivity gains. Today, two of those...

The proposed product is 100% Capital Guaranteed, designed to capitalize on movements in US long-term yields, regardless of direction,...

The interconnected space and defense sectors are set for rapid expansion, with an annual growth rate of 15% through 2030, fueled by...

The global aging population is reshaping economies, with significant implications for various industries. By 2030, 1 in 6 people will be...

Equities and bonds tend to be positively correlated in high-inflation environments. While equities perform best under low and stable...

Semiconductors are the foundation of modern industries, driving innovation and economic growth. In 2023, the global semiconductor market...

Nuclear energy is one of the cleanest sources of power available today, emitting significantly less carbon than solar, biomass,...

The global 5G market is poised for remarkable expansion, projected to grow at a compound annual growth rate (CAGR) of approximately 16%....