News | Global Investment Strategy

10 June 2026

Why Did Global Wealth Creation Move From Hong Kong to Silicon Valley?

On the surface, the last twenty years look like a simple market story: the United States emerged as the dominant listed-market winner. Between 2005 and 2025, the Nasdaq Composite rose by approximately 970%, while the Dow Jones Industrial Average gained around 348%. Over the same period, the Hang Seng Index rose by approximately 72%, despite Hong Kong’s long-standing role as one of Asia’s most important financial centres.

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03 June 2026

APAC Wealth Is Growing, But Is It Properly Structured?

For Asia-Pacific’s wealthy investors, uncertainty is no longer a market phase to endure. It is becoming a structural condition to plan around. Geopolitical fragmentation, persistent volatility, regulatory complexity, technological disruption and the growing challenge of intergenerational wealth transfer are all reshaping how high-net-worth individuals, family offices and institutions think about resilience.

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27 May 2026

Why Cultural Risk Is Becoming Harder for Global Investors to Ignore in APAC

Many multinational companies now view APAC as central to long-term growth. China, South Korea, Japan, India and Southeast Asia have become some of the most strategically important consumer markets in the world, shaping everything from luxury demand and technology adoption to entertainment, retail and financial services.

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20 May 2026

Global Government Debt Has Reached $111tn. What Does That Mean for Investors?

Governments have always borrowed, and in many cases, debt has funded the infrastructure, stability and investment that support long-term growth. What makes today different is the combination of record debt, higher rates and rising fiscal demands arriving at the same time.

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13 May 2026

The Cost of Comfort: What Happens When the Market Backstop Shrinks?

For more than a decade, markets have operated with an increasingly powerful assumption: when stress becomes severe enough, governments and central banks will step in. During the pandemic, fiscal stimulus and liquidity injections prevented widespread economic collapse.

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06 May 2026

Oil’s Long-Term Price Outlook: Less About Scarcity, More About Strategy

For APAC investors, oil has always been more than a commodity price. It feeds into inflation, currencies, trade balances, consumer demand, and corporate margins. That is why the latest pressure on OPEC matters. Not because it changes the oil market overnight, but because it may change how reliable long-term price support really is.

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