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.
25/11/2025 Podcasts 2026 Investment Outlook - Keep it turning - Global Investmen... In this month's podcast, we take a longer view than usual, as we look at our market convictions and investment views for the next 12 months.
19/11/2025 Global Outlook 2026 Investment Outlook AI goes global, shifting alliances reshape markets, and policy choices test central banks; these evolving trends present risks and opportunities.
19/11/2025 Geopolitics ’Controlled Disorder’ with room for accidents In 2026, elevated geopolitical risk, shifting alliances, and the AI race will continue to reshape the global economy and markets.
19/11/2025 Global Outlook Keep it turning With the cycle still turning in 2026, global diversification mitigates overvaluation risks and provides growth opportunities.
10/11/2025 BoE stays on hold, all eyes on budget now The BoE held rates steady in November, but we expect it to cut them in the coming months, as growth is likely to stay sluggish.
5/11/2025 Economy & Markets China: Strategic Choices in a Changing Century After months of anticipation, Beijing has revealed how it plans to keep the Chinese economy steady – growing at around 5% – in a challenging and uncertain...