27/04/2026 US equities hit new highs The S&P 500 hit an all-time high this week, with the longest-ever advance in semiconductors.
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.
20/04/2026 IMF outlook points to resilience and fragilities The latest IMF projections highlight that resilience to economic and geopolitical shocks has become a key variable for economic growth.
30/03/2026 Conflict affecting sentiment The Eurozone March PMI survey fell during the previous month, indicating businesses are getting worried about the middle east conflict.
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.
2/02/2026 All eyes on the dollar The dollar’s dominance is contested with institutions diversifying reserves while the private sector's reliance on the dollar still endures.
26/01/2026 Geopolitical swings in the spotlight in Davos In Davos, Canadian PM Carney warned that mid‑sized countries must develop a system to replace the US‑centric global order.