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.
17/06/2025 Geopolitics The Great Diversification is underway Geopolitics is changing the macro and market environment, as 'The Great Diversification' plays out.
17/06/2025 Emerging Markets India and EM are winners of the rerouting shift A weakening dollar and declining trust in US policy enhance the attractiveness of EM through repatriation and diversification flows.
17/06/2025 Real & Alternative Assets Private diversification still attractive This paper examines the outlook for private markets and hedge funds.
19/11/2024 Geopolitics Transitioning to a riskier, messier and diversifying world Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.
19/11/2024 Emerging Markets The rise of regional connectivity in Emerging Asia Emerging Asian economies are enjoying strong growth, driven by the dominance of their IT supply chain and supportive fiscal and monetary policies.
19/11/2024 Economy & Markets The extraordinary US cycle is becoming more balanced The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.