CIO Archive

Results: 110 Matches

Feb 13, 2026 Chart of the week

Copper between shortage and stockpiling

A physically tight market is keeping prices close to their record highs.

Raw materials
Sep 23, 2025 CIO Special

CIO View: Gateway to Europe

By: Vincenzo Vedda

Europe may be entering a new investment renaissance. Modernisation in defence, infrastructure, the green transition and low‑carbon tech could reshape the landscape. This could create compelling opportunities across multiple asset classes.

Europe, Macro
Feb 03, 2025 Portfoliomanagement

CIO View Portfolio: Perspectives

By: Vincenzo Vedda

In our monthly Multi-Asset update we describe the translation of our CIO View into the CIO View model portfolio.

Multi Asset, Fixed Income, Commodities
Aug 08, 2025 Chart of the week

China’s trade thrives beyond the U.S.

Despite falling U.S. demand, China’s exports grew—thanks to emerging markets. But transshipment clauses in Asian countries’ trade deals with the U.S. may pose risks

Globalization, Americas, Emerging Markets, Macro
Nov 14, 2025 Chart of the week

China’s 5-Year Plan: Innovation Overdrive?

The Communist Party’s latest 5-year blueprint puts technology and productivity in the spotlight.

Asia & Pacific
Jul 18, 2025 Chart of the week

Brave new energy world

The changing balance of power between the world’s leading oil producers helps explain some of the recent oddities happening in global financial markets.

Americas, Currencies
Apr 25, 2025 Chart of the week

Bitcoin – a certain kind of hedge?

Short-term high correlation with the Nasdaq should not be over-interpreted

Currencies, Equities, Macro
Dec 01, 2025 APAC CIO View

APAC CIO View

By: Ivy-sw Ng, Tommy Law

ASEAN Developing Countries: Resilient Growth thus far

Asia & Pacific
Oct 22, 2025 APAC CIO View

APAC CIO View

By: Ivy-sw Ng, Tommy Law

Persistent Rice Inflation: Balancing Inflation and Economic Risks

Asia & Pacific
Aug 11, 2025 Asia & Pacific

APAC CIO View

Exploring the IP Playbook: From Japan to China

Asia & Pacific
Jul 11, 2025 Asia & Pacific

APAC CIO View

Japan’s Retail Market in 2025: Balancing Tourism, Currency Fluctuations, and Strategic Consolidation

Asia & Pacific
May 22, 2025 Asia & Pacific

APAC CIO View

Is Asia Self-sufficient in Times of Deglobalization?

Asia & Pacific
Apr 02, 2025 Asia & Pacific

APAC CIO View

China Banks: Signs of Bottoming Out

Asia & Pacific
Mar 03, 2025 Asia & Pacific

APAC CIO View

India Consumption Slowdown: Cyclical or Structural?

Asia & Pacific
Jan 24, 2025 Asia & Pacific

APAC CIO View

Evolving Data Center Landscape in Asia-Pacific

Asia & Pacific
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