10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
16/12/2022 Economy & Markets Fed: Staying the course until the job is done Understanding the outcome of the December FOMC meeting and its market implications.
8/12/2022 Retirement Inflationary era demands new approach from pension plans Investors can no longer expect double-digit returns as inflation has roared back to life and central banks are tightening policy. A higher-for-longer...
2/12/2022 Economy & Markets Defensive asset allocation extends into 2023, with a gradual... The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits...
1/12/2022 Retirement Pension Funds Letter 16 - Contemplating the unknowns, respon... Pension Funds face unprecedented challenges. This letter explores the impact of inflation, interest rates and climate change, offering insights into navigating...
1/12/2022 Retirement Pension funds: reorienting asset allocation in an inflation-... After a prolonged era of cheap money and double-digit returns, the sharp spike in inflation to its 40-year high in 2022 was a game changer.
24/11/2022 Investment Views Global Investment Views - December 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.