8/09/2023 Investment Views Global Investment Views - September 2023 Our latest global investment views looks into what investors can expect as we head into the final months of 2023, including GDP growth divergences, central...
7/07/2023 Insurance IFRS 9 and 17 & ongoing IASB post implementation review: inv... We highlight the implications of IFRS 9 and 17 standards and share some thoughts on how insurance companies can effectively address this framework.
28/04/2023 Investment Views Global Investment Views - May 2023 Should investors be changing course? Read more of our monthly investment views.
22/12/2022 Investment Views Global Investment Views - January 2023 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
24/11/2022 Investment Views Global Investment Views - December 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
27/10/2022 Investment Views Global Investment Views - November 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
5/10/2022 Investment Views Global Investment Views - October 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
7/09/2022 Investment Views Global Investment Views - September 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
29/07/2022 Investment Views Global Investment Views - August 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
1/07/2022 Investment Views Global Investment Views - July 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
1/06/2022 Investment Views Global Investment Views - June 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
28/04/2022 Investment Views Global Investment Views - May 2022 We are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US...
24/03/2022 Investment Views Global Investment Views - April 2022 The first month of the Russia-Ukraine war has driven volatility up across the board, though with some recent signs of stabilisation in equity markets.
28/02/2022 Investment Views Global Investment Views - March 2022 The geopolitical escalation at month’s end marks a further rise in volatility. Credit spreads (IG, HY and Euro peripherals) continued to widen while equity...