Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.

Emerging Asian economies are enjoying strong growth, driven by the dominance of their IT supply chain and supportive fiscal and monetary policies.

The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.

In 2025, identifying the opportunities created by policy choices and geopolitical shifts will be as important as safeguarding against the risks they entail....

Explore the Mid-Year Outlook 2024: Confidence is key as restrictive monetary policies and fading fiscal expansion curb growth. Learn about new rate cuts,...

Protectionism, sanctions, tariffs, export controls and trade wars will intensify. Investors must assess these evolving risks.

Emerging Markets, particularly India, are playing a crucial role in driving the global economic recovery in 2024 due to their resilience.

It's time to enhance the asset allocation with commodities and real and alternative assets amid high uncertainty about growth and inflation.

The November Cross Asset issue is a special Outlook edition, featuring our key views as we enter 2024.

This section provides a comprehensive guide to understanding the 2024 global financial scenario and steering through turning tides.

The Hot Debates section sheds light on current global topics.

The Asset Class outlook section provides a granular insight into all the various asset classes together with our view for 2024.

The Emerging Markets section provides a thorough analysis of our view for Emerging Markets in 2024.

The Responsible Investment Views section dives into ESG matters and the net-zero transition.

Markets are at a critical juncture as central banks are hitting the pause button after the fastest hiking cycle since the ‘80s. Quality is the compass...