Navigating market volatility while finding opportunities

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Is market timing worth it during periods of intense volatility?

2022 will likely remain volatile for equity markets, as central banks normalize alongside persistently hot-inflation and geopolitical issues result in prolonged uncertainty.

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Liquidity insights

Fed lift-off

The Federal Open Market Committee (FOMC) recently raised rates for the first time since December 2018. Learn about its implications to cash investment. (3-minute read)

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Liquidity webinar - replay

From quantitative easing to tightening: what will happen to money markets?

In this webinar, Global Liquidity portfolio managers discussed the Fed's rising rate cycle, implications to Asia Pacific money markets and cash investment (30-minute watch)

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Market Insights webinar - replay

March 2022 Federal Reserve Policy meeting—The Lift Off

In this webinar, Dr. David Kelly and Tai Hui walked through some of the latest key focus following FOMC's meeting and discussed the investment implications (30-minute watch)

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Market Bulletins

The Fed loses patience with inflation

For the first time since December 2018, the Federal Open Market Committee (FOMC) voted to raise the Federal funds target rate range by a ¼ percent to 0.25%-0.50% and made it clear further increases would be appropriate to tame inflation. (3-minute read)

On the Mind of Investors

COVID-19 resurgence weighs on Chinese economy and market

This paper, written by Chaoping Zhu and Marcella Chow, discusses the market and economic impact of the latest COVID-19 wave in China (4-minute read)

Eye on the Market

Surveying the Damage

Surveying the Damage: Russia’s recurring war on Ukraine, equity market declines and the opportunity for bottom-fishing investors, the energy price surge/recession outlook in Europe, the impact of rising metals prices on EV battery costs, the COVID situation in Hong Kong

Liquidity Insights

Market Insights

Portfolio Insights