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.
13/05/2026 Economy & Markets EM equities have room to run on earnings, tech and fiscal su... This article shows why EM equities still have room to run, with stronger earnings, a robust tech cycle and fiscal support offsetting energy-related risks.
13/05/2026 Economy & Markets EM debt: reading the shock and finding opportunities EM debt is driven by global rates and the dollar, but stronger policy credibility has improved resilience. Selective value remains in local-currency debt,...
30/04/2026 Retirement The vital role of fixed income in strengthening European aut... Explore how fixed income strategies can help strengthen European autonomy .
24/04/2026 Investment Views Global Investment Views - May 2026 This edition of the GIV elaborates on how our assessment and the market's interpretation of the middle east crisis is changing.
21/04/2026 Capital Market Assumptions Capital Market Assumptions 2026 The global economy and markets are increasingly being impacted by ruptures. Strategically diversifying long-term allocations can build resilience.
27/03/2026 Investment Views Global Investment Views - April 2026 This edition of the GIV elaborates on our macro convictions around inflation, the war in the middle-east and our asset allocation views.