12/10/2026 Long-term yields at high levels Long-term bond yields remain near multi-year highs across major countries, alongside increased volatility.
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.
5/10/2026 Latin America rising as a diversifier Despite rising yields. global equities remained resilient in Q3 supported by strong earnings and favourable economic conditions.
28/09/2026 Global yields surge In US markets, after the 10- and 30- year yields, the 5-year maturity also moved above the of 5% threshold, the highest level in two decades.
21/09/2026 The Fed raises policy rates The Fed raised rates for the first time since 2023, bringing them into the 3.75% - 4% range. The decision was unanimous.
14/09/2026 The ECB raises policy rates The ECB raised rates to 2.50%, remaining determined to deliver on its target of price stability in the medium term.
9/09/2026 Investment Views Global Investment Views - September 2026 This GIV elaborates on the diverging forces in different parts of the markets, our changed economic scenario and investment convictions.
