1/07/2024 Indian bonds go global Indian government bonds have gained attention recently due to their inclusion in a leading emerging markets bond index starting from 28 June. This key...
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.