Intelligence
Everything we publish, open to read.
Market outlooks, single-name assessments, survey findings and research notes. No gate, no form, no email address required — a house view is worth nothing if you cannot check it.
4 reports published. The house publishes slowly, on purpose.
Published reports
Global AI Development Report — September 2026
The US–China race and the economic consequences. AI is becoming simultaneously a technology revolution, an industrial revolution, an infrastructure boom and a geopolitical arms race. This report maps who controls the stack, where the bottlenecks sit, and what it means for portfolios through 2030.
Members · read it →
Singapore Rates and Your Money
Why Singapore's rates do not follow America's, how the difference reaches your mortgage and your groceries, and what it means for nine parts of daily life.
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AI Ecosystem Outlook - Sep 2026 (Fund Series)
A full 2026–2028 outlook across nine holdings in compute, custom silicon, memory, manufacturing, equipment, cloud and consumer AI — read as one interconnected supply chain rather than nine independent stocks.
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SG Market Outlook - Sep 2026 (Fund Series)
A fundamental assessment of all ten disclosed holdings in a Singapore core equity portfolio — bank concentration, structural themes, conviction ranking and scenario outlook.
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The Rising Affluent Survey
Our standing instrument on how Singapore's rising-affluent households read their own position — the first wave is in the field.
In preparation →
The Household Protection Gap
What families believe they are covered for, set against what the policies actually pay — drawn from anonymised Wealth Architect positions.
In preparation →
The Aurum Brief
Every Thursday. One page. What people building wealth in Singapore are doing with it.
Written by the analysts, not a marketing team. No promotion, and one click to leave.