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    CIO Insights 1Q23: The Return of 60/40

    Time to re-engage with the tried-and-tested 60/40 portfolio

    • Investment Strategy
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    • Economics
    • Our Approach
    • Archive

    Asia

    Indonesia: Rates on hold, with an eye on global uncertainties


    Indonesia: Bright spot in a vibrant ASEAN-6 region


    North Asia: 4 takeaways from the post-LNY trade data


    Indonesia’s medium-term catalysts


    Indonesia: Strong 2022 growth, policy rate peaks


    South Korea & Taiwan: Slower growth, peak rates


    Thailand: Measured tightening in the pipeline


    Indonesia: Approaching tail end of the hike cycle


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    US, Europe, Japan

    Japan: New BOJ governor, challenges, and policy outlook


    ECB hawks run into recession risks


    Eurozone: Uncertainty clouds outlook


    Japan: BOJ reinforces YCC commitment


    ECB to kickstart policy normalisation, BOJ patient


    Eurozone & Japan: Better times ahead


    Japan: A new hope


    Eurozone & Japan: Delta and cautious reopening


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    Focus

    Kopi time with Taimur Baig podcast E97


    Kopi time with Taimur Baig podcast E96


    Singapore: CPI print and underlying inflation pressure


    DBS Macro Insights Livestream March


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