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.
20/07/2026 Rotations are playing out The start of earnings season has been accompanied by greater dispersion in performance across and within sectors
6/07/2026 A record quarter for equities Global equities closed their best quarter since late 2020. Emerging markets remain the strongest-performing area, posting their best quarter since 2009....
29/06/2026 AI’s reality check reinforces diversification South Korea has experienced strong market swings in recent weeks, as the AI trade has come under pressure at a global level.
10/06/2026 ESG Thema ESG Thema #23 - Digital Transition Series - The Social Dimen... AI presents significant economic opportunity, but realizing its benefits requires responsible deployment and strong governance.
8/06/2026 A renewed imperative for green transition The energy crisis is increasing the need for green transition investment. On 3 June, the European Commission announced additional fiscal flexibility for...
1/06/2026 Equities hit new highs on tech rally The rally of global markets from the lows of March has been mainly an IT-driven story. This has been visible in US and Asian markets.