18/05/2026 Inflation question haunts the market US input price inflation accelerated in April, coming in significantly above market expectations.
13/05/2026 Cross Asset Research Cross Asset Investment Strategy - May 2026 Despite the uncertaintiy surrounding the conflict in the Middle East, the case for emerging market equities and fixed income looks strong.
13/05/2026 Economy & Markets EM debt: reading the shock and finding opportunities EM debt is driven by global rates and the dollar, but stronger policy credibility has improved resilience. Selective value remains in local-currency debt,...
13/05/2026 Economy & Markets EM equities have room to run on earnings, tech and fiscal su... This article shows why EM equities still have room to run, with stronger earnings, a robust tech cycle and fiscal support offsetting energy-related risks.
12/05/2026 Real & Alternative Assets Private assets: a new return architecture Explore our long-term views on private equity, private debt, hedge funds, infrastructure and real estate, and their role in strategic asset allocation.
11/05/2026 Positive earnings support EM outlook EM equities have held up despite the Iran war, helped by strong earnings growth and the rally in the technology sector.
7/05/2026 Economy & Markets AI meets behavioural finance: smarter tools for retail inves... AI improves the provision of personalised advice, coaching and communications to retail investors.
4/05/2026 Policy on pause The energy shock is large enough to change the policy backdrop, but it is not yet clear enough to justify an immediate response in the form of a rate...
30/04/2026 Retirement Europe’s pension transition: from retirement challenge to ca... Discover the impacts of retirement reform on capital markets.
30/04/2026 Retirement The vital role of fixed income in strengthening European aut... Explore how fixed income strategies can help strengthen European autonomy .