13/04/2026 Shifting war realities affect markets An uncertain and volatile environment around US-Iran negotiations is affecting oil prices. Any sign of subsiding war risks would obviously be positive...
7/02/2022 Emerging Markets Emerging Markets Charts and Views - Reasons for cautious opt... Emerging Markets Charts and Views - Reasons for cautious optimism in 2022
23/12/2021 Investment Views Global Investment Views - January 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
15/10/2021 Geopolitics Shifts & Narratives #10 - China is finally emerging from the... Explore the shifting narratives surrounding China's emergence from the U.S. shadow, analyzing key factors influencing China's global presence and the...
14/10/2021 Emerging Markets Emerging Markets Charts & Views - Why EM could be back in fo... EM ready for a comeback, but volatility will remain high
26/05/2021 Geopolitics Shifts & Narratives #4 - In search of a new international or... Profound changes in the international arena are underway. Together the EU, China and the United States are the three largest economies in the world. Whereas,...
17/05/2021 Emerging Markets Emerging Markets Charts & Views - Navigate the cyclical reco... The global economy should rebound strongly this year from its worst economic slump since the 1930s. However, the growth pattern is expected to be uneven...