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The China-plus-one ‘reality check’ investors need
While the dominant economic narrative has been that supply chains are shifting out of China amidst rising geopolitical competition and that the ASEAN countries are obvious beneficiaries, the truth is more nuanced.
‘Decay’ and renewal: Stephen Kotkin on the two sides of today’s geopolitics
While war weighs heavily on the world’s mind and its portfolio impacts are acutely felt by investors, celebrated geopolitical expert Stephen Kotkin said there is another thing that troubles him even more in today’s society: the “decay” of government performance.
AI will revolutionise investing, but machines won’t carry the can
Tokenisation of traditional assets will lead to a boom in on-chain trading, and that in turn opens the door to AI-agentic trading. But there are risks that AI agents may behave in unpredictable ways and, despite the hype surrounding the technology, still produce unexpected investment losses. In these cases, it will typically still be the CIO who bears responsibility – so they’d better understand what their AI agents are up to.
GIC: Geopolitical risks rewire asset allocation ‘operating system’
Some investors are “missing the point” of geopolitical risks by equating them to the disruptions from conflicts and wars, according to GIC chief economist Prakash Kannan, but in reality, geopolitical risk is no longer episodic or peripheral. This means investors need to think harder about inflation and country composition in their portfolio.
FIS Singapore 2026