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.
10/12/2025 Insurance Navigating equity risk in evolving capital frameworks: the c... Explore equity overlay and how they can help insurers under evolving capital frameworks optimise their equity SCR while maximising return potential
10/11/2025 Economy & Markets India’s great transformation: opportunities for global inves... In this paper we examine the multi‑faceted transformation of India’s economy and financial markets and the implications for global investors.
15/09/2025 ECB treads cautiously As tariffs rise, global growth faces pressure. The Fed pivots to growth concerns, Eurozone counts on domestic demand, and Emerging Markets show strength...
25/08/2025 Fed moving towards rate cuts The US has seen some mixed macro data around inflation and labour markets, opening a debate on Fed’s future policy actions.
4/08/2025 Central banks kept rates steady Global central banks are staying in a wait and watch mode as they assess the impact of US tariffs on the economy.
