15/01/2026 Cross Asset Research Cross Asset Investment Strategy - January 2026 In 2026, power politics is raising risks for investors as critical resources and military might increasingly shape policy.
27/10/2025 Tariff fallout milder than feared, for now The impact of US tariffs on inflation is limited for now but political pressure on US institutions is growing.
20/10/2025 French markets in a relief rally After this week’s relief rally, the CAC 40 is nearly back to its February highs, having almost fully recovered prior losses.
13/10/2025 Japanese markets await clarity on leadership Japanese equities hit record levels, but the situation is still uncertain given political disagreements.
6/10/2025 The impasse in the US Congress The US government shutdown, caused by partisan spending disputes, risks economic volatility and investor uncertainty. Impact depends on duration, with...
29/09/2025 Gold is on track for a strong year Monetary easing, fears about global investors’ moving away from the dollar and the Fed’s independence are underpinning gold demand, in our view.
22/09/2025 Fed may cut further, amid weaker employment The Committee was relatively unanimous in its decision, with only governor Miran preferring a 50bp cut.