4/05/2026 Policy on pause The energy shock is large enough to change the policy backdrop, but it is not yet clear enough to justify an immediate response in the form of a rate...
24/10/2025 Emerging Markets Resilient Emerging Markets in the Great Diversification Emerging Markets outlook: opportunities and risks for investing in EM assets, and the case for broader diversification of global portfolios.
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...
29/09/2025 Economy & Markets Stablecoin: extending the reach of money into the digital er... Explore how regulation, institutional adoption, and innovations are reshaping the cryptocurrency landscape, highlighting both opportunities and risks.
23/09/2025 Economy & Markets Cryptocurrencies break into the mainstream Explore how regulation, institutional adoption, and innovations are reshaping the cryptocurrency landscape, highlighting both opportunities and risks.
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...