6/10/2026 Investment Views Global Investment Views - October 2026 Rising bond yields, shifting monetary policy, and geopolitical developments are driving the macro environment and new investment opportunities.
30/09/2026 Cross Asset Research Cross Asset Investment Strategy - September 2026 The summer brought central bank policy developments and rising bond yields. Explore the implications for the USD and portfolio diversification.
30/09/2026 Economy & Markets The road ahead for central banks This article explains how fragmented global order, rising inflation, fiscal strain, and debt-funding shifts reshape policy coordination and market credibility...
30/09/2026 Fixed Income & FX The USD bear case faces a monetary-policy test This article examines how USD dynamics hinge on US fiscal sustainability, rising refinancing needs and Fed policy, showing how a weaker dollar could ease...
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.
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