6/10/2026 Investment Views Global Investment Views - October 2026 Rising bond yields, shifting monetary policy, and geopolitical developments are driving the macro environment and new investment opportunities.
9/09/2026 Investment Views Global Investment Views - September 2026 This GIV elaborates on the diverging forces in different parts of the markets, our changed economic scenario and investment convictions.
28/07/2026 Investment Views Global Investment Views - August 2026 This GIV elaborates on the uncertain geopolitical backdrop, the movements in energy prices, and our economic scenario and investment convictions.
1/07/2026 Investment Views Global Investment Views - July 2026 This GIV elaborates on the fragile de-escalation in the Middle East crisis, the faltering momentum in AI, and our economic scenario and investment convictions.
29/05/2026 Investment Views Global Investment Views - June 2026 This GIV elaborates on the diverging forces in different parts of the markets, our changed economic scenario and investment convictions.
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.
27/03/2026 Investment Views Global Investment Views - April 2026 This edition of the GIV elaborates on our macro convictions around inflation, the war in the middle-east and our asset allocation views.