13/05/2026 Cross Asset Research Cross Asset Investment Strategy - May 2026 Despite the uncertaintiy surrounding the conflict in the Middle East, the case for emerging market equities and fixed income looks strong.
13/05/2026 Economy & Markets EM debt: reading the shock and finding opportunities EM debt is driven by global rates and the dollar, but stronger policy credibility has improved resilience. Selective value remains in local-currency debt,...
11/05/2026 Positive earnings support EM outlook EM equities have held up despite the Iran war, helped by strong earnings growth and the rally in the technology sector.
16/03/2026 Investment Insights Unpacking Asia’s 2025 Sustainable Finance Playbook Asia's ESG reforms, transition finance and tailored frameworks are mobilizing capital for sustainable growth.
9/03/2026 Oil and gas back in the spotlight The Iran crisis pushed oil and gas prices higher, raising concerns about higher inflation and weaker growth—especially in regions that rely on energy...
6/03/2026 Sustainable Finance From Transition to Physical Risk: Rethinking Portfolio Manag... Over the past fifteen years, responsible investment has evolved, shifting from broad ESG scores to more granular climate risk management.
2/03/2026 Economy & Markets Implications of US-Israel strikes on Iran The piece discusses the ongoing war in the Middle East, our expectations and related investment implications and macro views.