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.
22/07/2024 Signs of rotation emerge in equities Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.
12/07/2024 Podcasts Outerblue Convictions – H2 24 Outlook – It’s all about confi... Discover the H2 24 outlook from Outerblue Convictions, as Swaha Pattanaik and Monica Defend discuss confidence, market impacts, and investment strategies...
11/07/2024 Global Outlook Mid-Year Outlook 2024 It’s all about confidence Explore the Mid-Year Outlook 2024: Confidence is key as restrictive monetary policies and fading fiscal expansion curb growth. Learn about new rate cuts,...
11/07/2024 Emerging Markets EM winners in a fragmented world Emerging Markets, particularly India, are playing a crucial role in driving the global economic recovery in 2024 due to their resilience.
8/07/2024 Equities at all-time highs Discover insights into the unprecedented rise in equities, with 18 of the 23 biggest markets reaching all-time highs in the first half of the year.
5/07/2024 Podcasts Outerblue Convictions – Global Investment Views – Trends ste... Explore Outerblue Convictions to gain insights into global investment views and trends steering markets, guiding you towards smarter financial decisions.