28/07/2026 Investment Views Global Investment Views - August 2026 This GIV elaborates on the uncertain geopolitical backdrop, the movements in energy prices, and our economic scenario and investment convictions.
27/07/2026 Refined products stay tight Prices of refined petroleum products, such as gasoline, stay elevated relative to crude oil.
13/07/2026 Tensions flare amid fragile ceasefire Tensions flared in the Strait of Hormuz as Iran attacked passing ships. The US responded with airstrikes.
28/04/2026 Podcasts Geopolitical friction and the new market reality - Investme... Markets stay resilient, but geopolitical risks, sticky inflation and higher-for-longer rates are raising uncertainty. The key message: stay selective,...
27/04/2026 US equities hit new highs The S&P 500 hit an all-time high this week, with the longest-ever advance in semiconductors.
16/04/2026 Cross Asset Research Cross Asset Investment Strategy - April 2026 What the energy shock means for European equity sectors, Asian economies and what has been driving gold movements.
16/04/2026 Economy & Markets Asia and the energy shock This analysis of Asia and the energy shock shows how spikes in oil and gas prices are affecting inflation, fiscal balances, and vulnerable sectors across...