2 March 2026
Paul Kalogirou, Head of Client Portfolio Management, Asia & Global Multi-Asset Solutions

Recent geopolitical tensions involving Iran have renewed focus on oil prices and their potential economic and market effects. Paul Kalogirou, Head of Client Portfolio Management, Asia & Global Multi-Asset Solutions, shares latest views on it.
Watching on the U.S. mid-terms? What history tells us about market performance and behaviour
As U.S. midterm elections approach in November, louder headlines may tempt some investors to wait on the sidelines. We believe history offers some useful context for understanding market behaviour around election cycles. Here is what decades of election-cycle data may tell us, and why patience has often mattered.
Navigating higher for longer rates: Scarce real assets, enduring demand
Real assets offer exposure to some of the most essential parts of the global economy, from energy networks and critical infrastructure to inflation-linked securities and selected real estate sectors. In a world of elevated geopolitical risks, shifting supply chains and ongoing inflation concerns, these assets can provide both resilience and diversification when traditional markets face pressure.
Fed hikes rates for first time since 2023 as expected
Today’s Federal Open Market Committee (FOMC) decision and press conference went smoothly—a welcome development, in our judgment, after the mixed signals that emerged from the Fed’s July meeting. The rate decision: A 25 basis-point (bps) hike, bringing the federal funds rate from 3.75% to 4.00%.
Watching on the U.S. mid-terms? What history tells us about market performance and behaviour
As U.S. midterm elections approach in November, louder headlines may tempt some investors to wait on the sidelines. We believe history offers some useful context for understanding market behaviour around election cycles. Here is what decades of election-cycle data may tell us, and why patience has often mattered.
Navigating higher for longer rates: Scarce real assets, enduring demand
Real assets offer exposure to some of the most essential parts of the global economy, from energy networks and critical infrastructure to inflation-linked securities and selected real estate sectors. In a world of elevated geopolitical risks, shifting supply chains and ongoing inflation concerns, these assets can provide both resilience and diversification when traditional markets face pressure.
Fed hikes rates for first time since 2023 as expected
Today’s Federal Open Market Committee (FOMC) decision and press conference went smoothly—a welcome development, in our judgment, after the mixed signals that emerged from the Fed’s July meeting. The rate decision: A 25 basis-point (bps) hike, bringing the federal funds rate from 3.75% to 4.00%.