Mid-Year Outlook 2026 explores uneven growth, rising inflation and geopolitical shocks, then outlines how investors can favour real rates, credit, gold and selective equity themes across portfolios.
Cross Asset Investment Strategy - July 2026
Sweeping reforms and investment could power Germany's renewal and create new opportunities across European equities.
Hedge Fund Outlook H2 2026
The cycle is shifting. Beta is fading. Dispersion is rising. AI is fragmenting. Read in our Hedge Funds Outlook H2-2026 which strategies win
The lifecycle remix: glidepaths, personalisation and private assets
Discover how lifecycle investing is evolving with smarter glidepaths, personalisation and private assets to boost retirement outcomes.
ESG Thema #23 - Digital Transition Series - The Social Dimensions of Responsible AI Deployment
AI presents significant economic opportunity, but realizing its benefits requires responsible deployment and strong governance.
The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions within the FOMC.