CIO Insights
FeaturedCIO Insights: Raise your odds of making millions
Here's how to increase your chances of making millions
20 August 2026Read the full insight →CIO Insights
CIO Insights: How do you make millions? Give it time.
We show exactly how time in the market beats timing the market
30 July 2026
2026 Mid-Year Outlook: Half-time for the bulls
Three risks for the market in the second half, and why the bull case for risk assets still holds.
18 June 2026
CIO Insights: Earnings season, brought to you by AI
How an AI-powered earnings cycle is reinforcing the case for US equities
28 May 2026
CIO Insights: Ctrl+Alt+Delete on software?
A guide to navigating the recent volatility in the software sector
30 April 2026
CIO Insights: Navigating Dire Straits
A practical guide to markets during geopolitical shocks
19 March 2026
CIO Insights: Unearthing opportunities in commodities
Copper, uranium, and the forces shaping these markets
26 February 2026
CIO Insights: Not every trump card wins
How to separate Trump’s political rhetoric from market reality.
29 January 2026
2026 Macro Outlook: Just the FACTs
Fiscal policy, AI, and Trump remain in focus, but China could be a disruptive force.
18 December 2025
CIO Insights: Japan – still rising
We break down the four forces we see driving Japan’s resurgence and what they could mean for the country’s outlook ahead.
20 November 2025
CIO Insights: AI runs hot, jobs run cool, and the Fed runs loose
In this month’s CIO Insights, we unpack how hotter spending in AI, cooler jobs, and a looser Fed are shaping the global economy’s path.
27 October 2025
CIO Insights: China AI – Build Now, Profits Later
In this month’s CIO Insights, we explore China’s AI progress, and what it signals about the outlook for Chinese equities.
18 September 2025
2025 Mid-Year Outlook: A summer timeout?
Sun, sand, and strategy: How to prepare for the structural shifts ahead
19 June 2025
CIO Insights: The long view on “Liberation Day”
In this month’s CIO Insights, we assess the investment implications of Trump's tariffs through our “FAT” lens.
24 April 2025
CIO Insights: No Pain, No Gain
The near-term impact of Trump's policies, and why diversification matters.
12 March 2025
CIO Insights: An update on India – Why the short-term dip could be a long-term opportunity
How the country’s recent policy moves could sharpen its fundamental edge.
20 February 2025
CIO Insights: Where to find “FAT” potential in US equities
How fiscal policy, AI adoption, and Trump's return to office could shape sector performance in the year ahead.
28 January 2025
2025 Macro Outlook: “FAT” is the new normal
Fiscal policy, AI advancements, and Trump's agenda will shape markets the next year and beyond.
23 December 2024
CIO Insights: What’s next for investing in AI?
We take a look back to get a clearer view of what’s ahead
25 November 2024
CIO Update: What another Trump presidency could mean for your investments
And its implications for the broader economy
8 November 2024
CIO Insights: Has the tide turned for China’s economy?
With investors asking if now’s the time to return to China, this month’s CIO Insights examines whether the latest rally has more room to run.
25 October 2024
CIO Insights: Fed rate cuts have begun – here’s what it means for your investments
The Fed’s focus has turned from taming inflation to supporting growth
25 September 2024
CIO Insights: Why US recession risks may be overstated
Here’s what the labour market, forward-looking data, and the presidential election are telling us about the state of the economy.
28 August 2024
CIO Insights: Bond voyage! Our no-nonsense guide to fixed income
Kick-start your journey into the wide world of bonds and understand the opportunities in the current market environment.
29 July 2024
CIO Update: The yen’s weakness – what you should know
Despite potential short-term volatility, our longer-term view on Japan remains optimistic. Here’s what you should know.
1 July 2024
CIO Insights: 2024 Mid-Year Outlook
Navigating the markets to put your cash to work
25 June 2024
CIO Update: A closer look at India's post-election market volatility
India’s surprising election results have sparked a volatile market response. As an investor, here’s what you need to know.
11 June 2024
CIO Insights: China’s markets have been taking off – is it still time to hop on?
Here are the drivers behind the current rally, and what it would take for further upside
28 May 2024
CIO Insights: How we put your money to work – the nuts and bolts of ERAA®, our investment framework
A deep dive into StashAway’s Economic Regime Asset Allocation (ERAA®) investment framework
30 April 2024
CIO Insights: The winning strategy for elections? Stay invested
Here’s how potential outcomes from the US election could impact markets
22 March 2024