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 late-cycle environment. Gain insights into the US economic outlook, inflation concerns, and Emerging Markets' resilience. Stay informed on...

Explore strategic adjustments insurers navigate in fixed income portfolio allocation amid evolving economic dynamics. Learn how Matching Adjustment optimizes...

Stay ahead in finance with expert insights on markets, economy, and valuations. Explore latest views : multi-asset strategies, fixed income, equities,...

Resilient US growth and slowing inflation led the markets higher in 2023 but recent market movements show the challenges that lie ahead.

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.

Should investors be changing course? Read more of our monthly investment views.

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.