22/10/2026 Cross Asset Research Cross Asset Investment Strategy - October 2026 US midterm elections are around the corner. Discover what a Democratic-controlled Congress and other outcomes could mean for markets.
21/10/2026 Economy & Markets US midterm elections: fiscal gridlock on the horizon? Assess how US midterm elections may bring divided government, fiscal deadlock and policy uncertainty, while reshaping prospects for technology, energy,...
21/10/2026 Portfolio Strategy Will markets remain resilient with yields above 5%? Examine how US Treasury yields above 5% affect equities, credit and capital allocation, why AI investment supports growth yet raises financing risks,...
19/10/2026 Lights and shadows from the IMF The IMF raised its 2026 global growth forecast to 3.1%, up slightly from July, with 3.4% projected for 2027 — driven largely by the AI investment boom.
12/10/2026 Long-term yields at high levels Long-term bond yields remain near multi-year highs across major countries, alongside increased volatility.
7/10/2026 Economy & Markets Markets weigh rising yields and AI exuberance Understand what is driving the recent rise in bond volatility and what higher yields could mean for investors across fixed income and equities.
6/10/2026 Investment Views Global Investment Views - October 2026 Rising bond yields, shifting monetary policy, and geopolitical developments are driving the macro environment and new investment opportunities.