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.
20/11/2023 Asia in focus after the Biden–Xi summit "Global economic competition is reshaping supply chains and some emerging markets, in particular in Asia, may shine".
13/11/2023 Capital Market Assumptions Asset Class Returns Forecasts - Q4 2023 Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.
26/10/2023 Investment Views Global Investment Views - November 2023 Look out for growth, but with an eye on inflation
28/09/2023 Investment Views Global Investment Views - October 2023 Risk assets have been in wait-and-see mode since summer’s end, but they are still pricing in a soft-landing scenario in which inflation continues to fall...