10/07/2026 Geopolitics Investing in a ‘Low Trust’ World How geopolitics is changing the investment playbook in a new global order where trust among countries is rapidly eroding.
8/07/2026 Fixed Income & FX A European drive to develop emerging green bond markets Structure diversified access to green bond markets in low- and middle-income countries via GGBI, combining European backing, investment-grade notes and...
6/07/2026 A record quarter for equities Global equities closed their best quarter since late 2020. Emerging markets remain the strongest-performing area, posting their best quarter since 2009....
29/06/2026 Global Outlook Mid-year Investment Outlook 2026 Mid-Year Outlook 2026 explores uneven growth, rising inflation and geopolitical shocks, then outlines how investors can favour real rates, credit, gold...
24/06/2026 Investment Insights Emerging Market Sustainable Bonds - Report 2025 This report examines emerging market green bonds in 2025, highlighting China's surge, the maturity wall, policy support, and the fading greenium, while...
26/05/2026 Capital Market Assumptions Rethinking global diversification Geopolitics, tariffs and the energy crisis are reshaping markets around resilience, fiscal dominance and regional diversification. Investors should rethink...
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.