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PERSPECTIVES Viewpoint FX
In this PERSPECTIVES Viewpoint FX: Headwinds for the USD persist, we address the recent shift in focus from monetary policy decisions to the fiscal and trade policies of the US and the likely near-term developments in this regard. We also provide our outlook for the USD and a number of other currencies.
Jul 03, 2025
CIO Podcast
In this week's PERSPECTIVES podcast, Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas, discusses how stocks have been boosted by a variety of factors, including the Iran-Israel ceasefire and progress on a U.S.-China trade deal. He says the likely passage of the Republican spending bill could also be supportive: "It is a ‘zoom out’ version of fiscal spending from the government that should be really positive for risk-on.”
Jun 23, 2025
PERSPECTIVES Memo
Reports indicate that the U.S. is demanding unilateral tariff reductions from the EU, similar to concessions offered by other countries to the U.S. Go through this article for complete information.
May 23, 2025
PERSPECTIVES Special
Alternative investments are an increasingly important asset class and have experienced robust growth over the past two decades. In this report, we look at the advantages and challenges of integrating them into a portfolio.
May 19, 2025
PERSPECTIVES Special
As demand surges, primarily due to electrification and data centre expansion, the need for low-emission energy sources becomes critical. This transition necessitates significant investments in grid expansion and modernisation to integrate renewable energy sources while maintaining system stability and resilience.
May 16, 2025
PERSPECTIVES Special
China unveiled several stimulus measures on May 7 and it was confirmed that the U.S. and China would hold official tariff negotiations this week. In this PERSPECTIVES Special, we look at the impact of these events on Chinese equities.
May 06, 2025
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