10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
3/08/2026 Fed on hold, markets in action The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions...
28/07/2026 Investment Views Global Investment Views - August 2026 This GIV elaborates on the uncertain geopolitical backdrop, the movements in energy prices, and our economic scenario and investment convictions.
27/07/2026 Refined products stay tight Prices of refined petroleum products, such as gasoline, stay elevated relative to crude oil.
20/07/2026 Rotations are playing out The start of earnings season has been accompanied by greater dispersion in performance across and within sectors
13/07/2026 Tensions flare amid fragile ceasefire Tensions flared in the Strait of Hormuz as Iran attacked passing ships. The US responded with airstrikes.
8/07/2026 Portfolio Strategy Portfolio construction in an inflationary era Rebuild allocations for an inflationary era by widening diversification beyond duration, integrating selective risk assets private assets, commodities...