4/03/2026 Podcasts Fragmented forces shaping the markets - Global Investment views by Outerblue Convictions The Fragmented Forces Shaping Markets podcast examines tariff uncertainty, AI 2.0 disruptions, monetary policy tensions and diversification themes, offering...
2/03/2026 US earnings stay strong The US technology sector is leading earnings growth for Q4 but markets are no longer giving a free pass to these businesses.
16/02/2026 Asia and EM equities lead Most equity indexes in Asia rose more YTD than both the US and Europe, except for China. Within EM, Latin America also saw strong gains.
9/02/2026 Market demands answers US software stocks declined about 20% YTD as on 4 Feb, due to concerns that advancement in AI would impact businesses of some companies.
9/02/2026 Economy & Markets World in chaos after Davos? Impact on Markets Our expert unpack the key geopolitical themes emerging in the wake of Davos and analyse their implications for markets.
30/01/2026 Economy & Markets Diversification is the response to rupture Diversification is helping investors and companies navigate the rewiring of the global economy at a time of rupture in geopolitics.
15/12/2025 Cross Asset Research Cross Asset Investment Strategy - December 2025 Discover the latest edition of our monthly publication, exploring what's ahead for Germany and Europe into the new year.