16/04/2026 Economy & Markets Gold: a correction driven by positioning, not fundamentals We investigate the main drivers of the recent gold movements and reassess the outlook for the precious metal.
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...
3/10/2025 Economy & Markets AI in investment research AI improves investment research by cutting data noise and helping analyse unstructured data.
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.
15/09/2025 Cross Asset Research Cross Asset Investment Strategy - September 2025 Find the latest edition of our monthly publication, exploring summer market updates and what is in store for this back-to-school season.