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.
3/08/2026 Fed on hold, markets in action The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions...
28/07/2026 Investment Views Global Investment Views - August 2026 This GIV elaborates on the uncertain geopolitical backdrop, the movements in energy prices, and our economic scenario and investment convictions.
6/07/2026 A record quarter for equities Global equities closed their best quarter since late 2020. Emerging markets remain the strongest-performing area, posting their best quarter since 2009....
1/07/2026 Investment Views Global Investment Views - July 2026 This GIV elaborates on the fragile de-escalation in the Middle East crisis, the faltering momentum in AI, and our economic scenario and investment convictions.
22/06/2026 A new Fed era under Warsh The Fed left interest rates in the range 3.5% - 3.75%, a widely expected outcome. The decision to hold was unanimous.
15/06/2026 ECB raises rates after almost three years The ECB raised rates in June in an attempt to curb inflation, in line with our expectations.