The global economy and markets are increasingly being impacted by ruptures. Strategically diversifying long-term allocations can build resilience.
Asia and the energy shock
This analysis of Asia and the energy shock shows how spikes in oil and gas prices are affecting inflation, fiscal balances, and vulnerable sectors across Asian economies.
Global Investment Views - May 2026
This edition of the GIV elaborates on how our assessment and the market's interpretation of the middle east crisis is changing.
10 themes for private assets in 2026
Across private assets, selectivity is becoming key. Discover the major themes shaping private equity, private debt, real estate and infrastructure.