18/12/2025 Portfolio Strategy The Journey of Global Liquidity All assets are influenced by global liquidity. Liquidity flows from central banks, governments, and regulations through the economy down to markets.
17/10/2025 Cross Asset Research Cross Asset Investment Strategy - October 2025 Discover the latest edition of our monthly publication, exploring what's behind gold's record-breaking rally and what it signals for global markets.
17/10/2025 Economy & Markets Gold beyond records This analysis explains why gold is gaining as a structural portfolio diversifier, driven by central-bank purchases, ETF flows, dollar weakness and geopolitical...
7/10/2025 Economy & Markets France after Lecornu: What’s next? Prime Minister Lecornu’s resignation amid opposition from both the left and right has ushered in a new phase of political uncertainty.
15/09/2025 Cross Asset Research Cross Asset Investment Strategy - September 2025 Find the latest edition of our monthly publication, exploring summer market updates and what is in store for this back-to-school season.
15/09/2025 Economy & Markets Back to school: from summer clarity to autumn’s changing win... Explore the impact of tariffs on global growth, earnings clarity, and market shifts in 2025. Insights on US, Eurozone, and Emerging Markets growth dynamics.
10/09/2025 Podcasts Calm waves mask shifting undercurrents - Global Investment v... In this month's review of the latest developments in the global economy and financial markets, we focus on the shifting economic undercurrents in the...