31/08/2026 Iran conflict: Diversification at play In the six months since the start of the Iran war, global growth has remained resilient, while inflation has stayed above target.
25/08/2026 Podcasts Outerblue Talks Research - The Lifecycle Remix - How the Gli... How the glide path helps portfolios adapt over time by balancing human capital and financial capital, and why broader diversification matters when stock-bond...
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.
31/07/2026 Economy & Markets Growing hopes for an industrial renaissance in Germany This article assesses Germany’s industrial renaissance, showing how 34 reforms, infrastructure spending and confidence effects could lift investment,...
31/07/2026 Equity German reforms: what do they mean for European equities? This article explains how German reforms could influence European equities through earnings revisions, ERP moves and selective winners across domestic...
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.