insights.

Discover how succession, governance, and long-term alignment is reshaping discretionary portfolio management in Asia.

Oil markets face new fears of oversupply. We examine how the Hormuz reopening, a more elastic demand backdrop, and China’s import behaviour may shape price dynamics.

We look at what easing geopolitical risks, normalising oil prices and resilient growth mean for equities, bonds and currencies over the second half of the year.

How will the US-Iran deal reshape the geopolitical and economic landscape? We analyse the terms of the agreement and the likely ramifications.

We examine whether IPO momentum marks a turning point for equities. Our analysis focuses on factors supporting the market.

How does an agreement between the US and Iran to reopen the Strait of Hormuz affect our macroeconomic forecasts and portfolio allocations? We assess the implications.

Omar Shokur, Regional Head for Asia, Private Clients, examines the disconnect APAC HNWIs face between their intent and actions regarding their investment approaches.