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CIO Insights 3Q23: King, Queen & Castle

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Thematics

Explore long-term investment opportunities in Big Tech, Hardware Manufacturers, Cloud Platforms, and Cybersecurity

Thematic Strategy 3Q23: Artificial Intelligence

We cut through buzzwords, hype, and hyperbole surrounding the AI craze to decipher what it means and how investors can benefit

Into the AI Frontier

Focus on quality plays and stay with industry leaders

Luxury Still Reigns Supreme 

We reaffirm our conviction in cybersecurity as a growth theme

Thematic Strategy 2Q23: Cybersecurity - Opportunity Amid Danger

The future of vaccines is not just about Covid-19

mRNA – Pharma’s Next Rising Star?

As we move towards an increasingly digital world, cyberattacks are on the rise and leaving a long trail of destruction in its wake

Thematic Strategy 1Q23: Cybersecurity - First and Last Line of Defence

A collision of forces will prove to be catalysts for the medical and financial transformation that healthcare has long promised to the world

Healthcare: A Prescription for Growth

After a blip in 2020 caused by the pandemic, earnings in the luxury sector quickly bounced back to pre-pandemic levels

Thematic Strategy 4Q22: Luxury in Vogue

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We highlight outperformers amid today's inflationary environment

Video: The Great Inflation

<div style="text-align: justify;">Apart from the Russia-Ukraine conflict, inflation is the overriding concern among investors today. In this video, we draw comparisons with past eras of peak inflation to guide us on what is likely to come. We also highlight likely outperformers for our portfolios today. These are sectors that thrive on elevated inflation as well as companies that have the ability to pass on rising costs to end consumers.</div>

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CIO Insights 3Q23: King, Queen & Castle

Thematics

Thematic Strategy 3Q23: Artificial Intelligence

Into the AI Frontier

Luxury Still Reigns Supreme

Thematic Strategy 2Q23: Cybersecurity - Opportunity Amid Danger

mRNA – Pharma’s Next Rising Star?

Thematic Strategy 1Q23: Cybersecurity - First and Last Line of Defence

Healthcare: A Prescription for Growth

Thematic Strategy 4Q22: Luxury in Vogue

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