13/05/2026 Cross Asset Research Cross Asset Investment Strategy - May 2026 Despite the uncertaintiy surrounding the conflict in the Middle East, the case for emerging market equities and fixed income looks strong.
13/05/2026 Economy & Markets EM equities have room to run on earnings, tech and fiscal su... This article shows why EM equities still have room to run, with stronger earnings, a robust tech cycle and fiscal support offsetting energy-related risks.
13/05/2026 Economy & Markets EM debt: reading the shock and finding opportunities EM debt is driven by global rates and the dollar, but stronger policy credibility has improved resilience. Selective value remains in local-currency debt,...
28/04/2026 Podcasts Geopolitical friction and the new market reality - Investme... Markets stay resilient, but geopolitical risks, sticky inflation and higher-for-longer rates are raising uncertainty. The key message: stay selective,...
21/04/2026 Capital Market Assumptions Capital Market Assumptions 2026 The global economy and markets are increasingly being impacted by ruptures. Strategically diversifying long-term allocations can build resilience.
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.
16/04/2026 Cross Asset Research Cross Asset Investment Strategy - April 2026 What the energy shock means for European equity sectors, Asian economies and what has been driving gold movements.