19/11/2025 Fixed Income & FX Fixed income in the new policy order As US fiscal expansion tests Fed independence, tilt to investment grade credit and European peripheral debt.
19/11/2025 Equity Think global beyond the tech race The AI story is going global: look beyond US mega caps to diversified, attractively valued regions gaining momentum.
19/11/2025 Geopolitics ’Controlled Disorder’ with room for accidents In 2026, elevated geopolitical risk, shifting alliances, and the AI race will continue to reshape the global economy and markets.
19/11/2025 Global Outlook Keep it turning With the cycle still turning in 2026, global diversification mitigates overvaluation risks and provides growth opportunities.
19/11/2025 Global Outlook 2026 Investment Outlook AI goes global, shifting alliances reshape markets, and policy choices test central banks; these evolving trends present risks and opportunities.
10/11/2025 BoE stays on hold, all eyes on budget now The BoE held rates steady in November, but we expect it to cut them in the coming months, as growth is likely to stay sluggish.
10/11/2025 Economy & Markets India’s great transformation: opportunities for global inves... In this paper we examine the multi‑faceted transformation of India’s economy and financial markets and the implications for global investors.
7/11/2025 Podcasts Deciphering conflicting signals - Global Investment views by... In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...
5/11/2025 Economy & Markets China: Strategic Choices in a Changing Century After months of anticipation, Beijing has revealed how it plans to keep the Chinese economy steady – growing at around 5% – in a challenging and uncertain...
4/11/2025 Portfolio Strategy Human Capital Assessment via Large Language Models alignment This study presents a new methodological framework that combines clustering techniques with large language models (LLMs) to analyze intangible assets...
