2/11/2026 Central banks: action through inaction The Fed, the ECB and the Bank of Japan (BOJ) kept rates on hold at their October policy meetings.
26/10/2026 Dividends shine as tech cools Technology stocks’ H2 performance underscores a clear market demand for greater visibility on capital expenditure.
19/10/2026 Lights and shadows from the IMF The IMF raised its 2026 global growth forecast to 3.1%, up slightly from July, with 3.4% projected for 2027 — driven largely by the AI investment boom.
12/10/2026 Long-term yields at high levels Long-term bond yields remain near multi-year highs across major countries, alongside increased volatility.
5/10/2026 Latin America rising as a diversifier Despite rising yields. global equities remained resilient in Q3 supported by strong earnings and favourable economic conditions.
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.
