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.
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.