CIO Insights
Navigating The Four Essential Forces - “May The Force Be With You” Finding Hope In Its Despair
2026.05.08 10:00
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Source: KGI Investment Products and Solutions Department
Japan’s 20% Rally Amidst Global - Shock Demystifying Our Positive View On Japan
2026.04.30 10:00
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Source: KGI Investment Products and Solutions Department
Bullish on Gold When It Becomes Boring - Again Views on Alternative Assets When Liquidity is Less Abundant
2026.04.24 10:00
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Source: KGI Investment Products and Solutions Department
When Elevated Risk Premium Becomes Norm - Repositioning a Consolidated US Investment Portfolio
2026.04.17 10:00
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Source: KGI Investment Products and Solutions Department
Beware of a Perfect Storm in the Making - Eyes have been distracted by the war in the Middle East
2026.03.27 10:00
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Source: KGI Investment Products and Solutions Department
From “A Hot War” to “A War of Fear” My View Changes When the Interest Rate Expectation Change
2026.03.20 10:00
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Source: KGI Investment Products and Solutions Department
From the Strike on Iran to Energy to Inflation The Implication to the US Monetary Policy From the War in Iran
2026.03.06 10:00
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Source: KGI Investment Products and Solutions Department
The Top 10% Matters in the US - Finding the Angel Where Inequality Is the Necessary Evil
2026.02.27 10:00
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Source: KGI Investment Products and Solutions Department
Going Elsewhere When It Is Crowded Let’s Go Shopping Hong Kong Retail Recovery as the Next Catalyst
2026.01.30 10:00
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Source: KGI Investment Products and Solutions Department
When Tail Risks Become Headline Asia becomes a “Safe Harbor”
2026.01.23 10:00
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Source: KGI Investment Products and Solutions Department
The Danger of Blue Skies: Tail Risks Ahead Managing Low Probability but High Impact Events
2026.01.16 11:45
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Source: KGI Investment Products and Solutions Department
Favor Mid -To-Long Term Bonds
2026.01.06 11:45
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Source: KGI Investment Products and Solutions Department
Ride On the Skeptics’ Fears No Trend of Liquidity Reversal Evidenced
2025.12.05 10:00
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Source: KGI Investment Products and Solutions Department
We Are Bullish on Hong Kong Properties If It’s Important, It’s Worth Saying Three Times
2025.11.21 10:00
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Source: KGI Investment Products and Solutions Department
Ease Ends Here: Brace for the Bumpy Twist Expecting the unexpected
2025.11.14 10:00
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Source: KGI Investment Products and Solutions Department
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