1/07/2026 Investment Views Global Investment Views - July 2026 This GIV elaborates on the fragile de-escalation in the Middle East crisis, the faltering momentum in AI, and our economic scenario and investment convictions.
11/02/2026 Economy & Markets Takaichi’s landslide: Japan’s fiscal renaissance begins Sanae Takaichi's LDP secured a Lower House supermajority, ushering in a fiscal renaissance supportive for Japan's equity market.
26/01/2026 Economy & Markets Geopolitics, tariffs and market volatility January’s market lurch: transatlantic tariff threats, a surge in Japanese bond yields, and gold’s record run.
12/01/2026 ECB to stay on hold in early 2026 For now, the ECB is in a 'good place', with services inflation remaining high and activity data improving more than expected.
5/01/2026 Looking ahead after an exceptional 2025 2025 was an exceptional year for markets, with international equities and gold leading.
22/12/2025 Eurozone Multi-Asset shines in 2025 Double-digit returns on a 50-50 Eurozone allocation make 2025 one of the best years of the last decade.
19/12/2025 Podcasts Monetary policy resolutions for a new year - Global Investme... In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...