12/10/2026 Long-term yields at high levels Long-term bond yields remain near multi-year highs across major countries, alongside increased volatility.
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
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.