7/07/2023 Insurance The role of overlay solutions in the transition toward more ... In this article, we explore overlay solutions and their ability to provide effective ways to overcome cash and liquidity problems.
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.
29/06/2023 Investment Views Global Investment Views - July 2023 Don’t ignore the economic weakness ahead.
30/05/2023 Podcasts Outerblue Convictions – Global Investment Views: All eyes on... 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...
26/05/2023 Investment Views Global Investment Views - June 2023 Bonds (and cash) are back on the radar screen. Read more of our monthly investment views.
15/05/2023 Economy & Markets Building bridges to India’s future investment opportunities India's macro fundamentals are well positioned for a multi-year improvement in output and earnings, creating new opportunities for global investors.
28/04/2023 Investment Views Global Investment Views - May 2023 Should investors be changing course? Read more of our monthly investment views.
4/04/2023 Economy & Markets A rocky net zero pathway calls for a new approach to portfol... The transition to a greener economy presents risks and opportunities for investors and calls for a new approach to portfolios.
28/03/2023 Capital Market Assumptions A rocky net zero pathway Key highlights on long-term scenarios and return forecasts.
8/02/2023 Portfolio Strategy Currency hedging policy for institutions Understanding fundamentals and implications of currency hedging for global portfolios, both on a tactical and strategic basis.
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.
25/10/2022 Portfolio Strategy How do institutions segment their investment universe? In the first papers of this series, we addressed the issues of how institutional investors should set their investment objectives – a key element of any...
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.