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...

The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.

Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.

Economic resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year.

The Talks elaborates on the banking stress in US and the FOMC May meeting.

Receding inflation doesn’t mean the battle is won yet

In this edition, we delve into some upcoming trends that are impacting insurance companies’ investments, along with some actionable ideas.

We highlight the implications of IFRS 9 and 17 standards and share some thoughts on how insurance companies can effectively address this framework.

We look at how insurers have begun to adapt to the new market regime and suggest some avenues to explore on the asset side for the years to come.

Don’t ignore the economic weakness ahead.

A strong demographic and economic outlook over the next decade will be favourable for India's equity and fixed income markets.

Stay updated on the US debt ceiling negotiations and their impact on the economy. Join Swaha Pattanaik and Monica Defend for expert market insights in...

The Talks elaborates on the uncertainty around the US Debt Ceiling negotations and how it could evolve.

Bonds (and cash) are back on the radar screen. Read more of our monthly investment views.