21/09/2026 The Fed raises policy rates The Fed raised rates for the first time since 2023, bringing them into the 3.75% - 4% range. The decision was unanimous.
14/09/2026 The ECB raises policy rates The ECB raised rates to 2.50%, remaining determined to deliver on its target of price stability in the medium term.
14/09/2026 Podcasts Going the distance - Market perspectives into autumn - Inves... In this episode, Swaha Pattanaik and Monica Defend focus on the sharp rise in global bond yields and the policy interventions that rattled markets over...
9/09/2026 Investment Views Global Investment Views - September 2026 This GIV elaborates on the diverging forces in different parts of the markets, our changed economic scenario and investment convictions.
7/09/2026 Bond yields on the rise again Global bond yields have risen again across all maturities, with longer-dated bonds reaching multi-year highs.
31/08/2026 Iran conflict: Diversification at play In the six months since the start of the Iran war, global growth has remained resilient, while inflation has stayed above target.
10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
