Despite the uncertaintiy surrounding the conflict in the Middle East, the case for emerging market equities and fixed income looks strong.

This article shows why EM equities still have room to run, with stronger earnings, a robust tech cycle and fiscal support offsetting energy-related risks.

EM debt is driven by global rates and the dollar, but stronger policy credibility has improved resilience. Selective value remains in local-currency debt,...

Explore our long-term views on private equity, private debt, hedge funds, infrastructure and real estate, and their role in strategic asset allocation.

EM equities have held up despite the Iran war, helped by strong earnings growth and the rally in the technology sector.

AI improves the provision of personalised advice, coaching and communications to retail investors.

The energy shock is large enough to change the policy backdrop, but it is not yet clear enough to justify an immediate response in the form of a rate...

Take a closer look at the role of European fixed income in strengthening strategic autonomy, and consider the implications of different pension reforms...

Discover the impacts of retirement reform on capital markets.

Explore how fixed income strategies can help strengthen European autonomy .

Markets stay resilient, but geopolitical risks, sticky inflation and higher-for-longer rates are raising uncertainty. The key message: stay selective,...

The S&P 500 hit an all-time high this week, with the longest-ever advance in semiconductors.

This edition of the GIV elaborates on how our assessment and the market's interpretation of the middle east crisis is changing.

The global economy and markets are increasingly being impacted by ruptures. Strategically diversifying long-term allocations can build resilience.

The latest IMF projections highlight that resilience to economic and geopolitical shocks has become a key variable for economic growth.