MANGOS Tech Trade Splits Standard Chartered and Deutsche Bank
The MANGOS tech trade appears to be dividing major banks, highlighting how crowded the Asia tech rebound trade has become.
The MANGOS tech trade appears to be dividing major banks, highlighting how crowded the Asia tech rebound trade has become.
TL;DR Standard Chartered CIO Steven Brice has endorsed North Asia technology equities and the US AI IPO pipeline as key allocation themes for H2 2026. Family office
TL;DR Four experts surveyed by Bloomberg in mid-2026 identify selective opportunities in Indian markets despite oil-price volatility linked to Iran tensions, a delayed monsoon, and stretched equity
TL;DR Raffles Family Office has parted ways with its head of structured investments, creating a leadership gap in a function critical to product origination and portfolio continuity.
TL;DR Sterling has fallen amid rising UK political uncertainty in 2026, creating compounding risks for Asia-Pacific family offices holding GBP-denominated assets. Principals should review hedge ratios, stress-test
TL;DR European equities have reclaimed leadership in mid-2026 as Middle East de-escalation reduces energy-price risk and eases stagflation concerns across the eurozone. Asia-Pacific family offices that ran
TL;DR Naval guidance group NCAGS has confirmed vessels may transit the Strait of Hormuz southern channel with AIS transponders active, reducing near-term navigational risk. Asia-Pacific family offices