30/04/2026 Retirement Pension Funds Letter 26 - Funding autonomy & accelerating re... Take a closer look at the role of European fixed income in strengthening strategic autonomy, and consider the implications of different pension reforms...
28/04/2026 Podcasts Geopolitical friction and the new market reality - Investme... Markets stay resilient, but geopolitical risks, sticky inflation and higher-for-longer rates are raising uncertainty. The key message: stay selective,...
27/04/2026 US equities hit new highs The S&P 500 hit an all-time high this week, with the longest-ever advance in semiconductors.
24/04/2026 Investment Views Global Investment Views - May 2026 This edition of the GIV elaborates on how our assessment and the market's interpretation of the middle east crisis is changing.
20/04/2026 IMF outlook points to resilience and fragilities The latest IMF projections highlight that resilience to economic and geopolitical shocks has become a key variable for economic growth.
21/04/2026 Capital Market Assumptions Capital Market Assumptions 2026 The global economy and markets are increasingly being impacted by ruptures. Strategically diversifying long-term allocations can build resilience.
17/04/2026 Asset Pricing & Behavioural Finance AI Boom or Bubble? Lessons from the Dot-Com Period This paper compares the current AI-driven market to the dot-com boom of the late 1990s.
16/04/2026 Cross Asset Research Cross Asset Investment Strategy - April 2026 What the energy shock means for European equity sectors, Asian economies and what has been driving gold movements.
16/04/2026 Economy & Markets Gold: a correction driven by positioning, not fundamentals We investigate the main drivers of the recent gold movements and reassess the outlook for the precious metal.
16/04/2026 Economy & Markets Asia and the energy shock This analysis of Asia and the energy shock shows how spikes in oil and gas prices are affecting inflation, fiscal balances, and vulnerable sectors across...