Our Investment Ideas

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%....