2/11/2026 Central banks: action through inaction The Fed, the ECB and the Bank of Japan (BOJ) kept rates on hold at their October policy meetings.
26/10/2026 Dividends shine as tech cools Technology stocks’ H2 performance underscores a clear market demand for greater visibility on capital expenditure.
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.
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.
5/10/2026 Latin America rising as a diversifier Despite rising yields. global equities remained resilient in Q3 supported by strong earnings and favourable economic conditions.
28/09/2026 Global yields surge In US markets, after the 10- and 30- year yields, the 5-year maturity also moved above the of 5% threshold, the highest level in two decades.
