16/12/2024 All eyes on China Markets have the signpost that Chinese policymakers would like to conduct broad easing.
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.