Dear valued clients, six months of conflict, renewed Red Sea chokepoints, and continued tariffs on Canada leave global markets
navigating an increasingly fraught macro backdrop as we begin Q4. Energy pressures have resurfaced; oil
has crossed back above $100 a barrel before easing back below it. Upcoming US midterms add a further
layer of uncertainty.
Through the CIO Lens | September Edition
The AI investment boom is increasingly being financed in ways that do not show up as conventional debt on Big Tech’s balance sheets.
Dear valued clients, four months of conflict, a Memorandum of Understanding (MOU), and markets still trying to decide how much to trust it. That, in short, is where we find ourselves as we begin Q3.
Through the CIO Lens | August Edition
Recent market commentary suggests that cumulative investment in AI infrastructure and related technologies could reach as much as US$8 trillion over the next five years.
Growing wealth is only part of the journey. As families accumulate assets across jurisdictions and generations, equal consideration must be given to how that wealth is preserved, governed and ultimately passed on according to the family’s intentions.
From 5 to 7 June 2026, the Bukit Timah Saddle Club came alive with the excitement and energy of the 2026 National Jumping Championships, one of Singapore’s premier equestrian events.
Through the CIO Lens | June Edition
Earnings season provides one of the clearest windows into the health of companies and the broader economy.
We are proud to announce that Rockstead Capital has been recognised with two awards at the WealthBriefingAsia Awards 2026, marking a milestone of industry excellence.
Our Founder and CEO, Lester Tay, sat down with Hubbis to share his perspectives on the evolving wealth management landscape and Rockstead Capital’s approach to serving increasingly sophisticated client needs.
Through the CIO Lens | May Edition
Post-Earnings Announcement Drift (PEAD) is one of the most well-documented anomalies in financial markets: stock prices continue to move in the direction of an earnings surprise for weeks after the announcement.
Dear valued clients, as we step into the second quarter of 2026, we do so against a backdrop that has shifted considerably since the start of the year.
Dear valued clients,
as we enter the first quarter of 2026, we write to share our perspective on the evolving investment landscape
and the opportunities we see ahead.
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