8/10/2026 Emerging Markets India’s great transformation continues Explore updated data on India's manufacturing trends and consumer spending, and what these developments mean for investors.
7/10/2026 Economy & Markets Markets weigh rising yields and AI exuberance Understand what is driving the recent rise in bond volatility and what higher yields could mean for investors across fixed income and equities.
30/09/2026 Fixed Income & FX The USD bear case faces a monetary-policy test This article examines how USD dynamics hinge on US fiscal sustainability, rising refinancing needs and Fed policy, showing how a weaker dollar could ease...
19/08/2026 Capital Market Assumptions Asset Class Returns Forecasts H2 2026 H2 2026 CMA update confirms a regime of ruptures, with expected returns improving in fixed income and selected equity markets.
31/07/2026 Cross Asset Research Cross Asset Investment Strategy - July - August 2026 Sweeping reforms and investment could power Germany's renewal and create new opportunities across European equities.
23/07/2026 Real & Alternative Assets Hedge Fund Outlook H2 2026 The cycle is shifting. Beta is fading. Dispersion is rising. AI is fragmenting. Read in our Hedge Funds Outlook H2-2026 which strategies win
20/07/2026 Rotations are playing out The start of earnings season has been accompanied by greater dispersion in performance across and within sectors