8/06/2026 A renewed imperative for green transition The energy crisis is increasing the need for green transition investment. On 3 June, the European Commission announced additional fiscal flexibility for...
2/06/2026 Podcasts Bond Market Volatility, Yield Curves & Equity Resilience - I... This podcast examines how geopolitical friction lifts oil-risk premia, sustains inflation pressure and tests the case for steepening yield curves and...
18/05/2026 Inflation question haunts the market US input price inflation accelerated in April, coming in significantly above market expectations.
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.
4/05/2026 Policy on pause The energy shock is large enough to change the policy backdrop, but it is not yet clear enough to justify an immediate response in the form of a rate...
24/04/2026 Investment Views Global Investment Views - May 2026 This edition of the GIV elaborates on how our assessment and the market's interpretation of the middle east crisis is changing.
20/04/2026 IMF outlook points to resilience and fragilities The latest IMF projections highlight that resilience to economic and geopolitical shocks has become a key variable for economic growth.