13/03/2026 Economy & Markets Mapping the fallout: Iran, oil, and global markets What the Iran conflict means for oil, inflation, and global markets: from macro risks to investment implications.
5/03/2019 Emerging Markets Emerging Markets Charts & Views - Seek opportunities, but be... Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to...
25/02/2019 Fixed Income & FX How investors should deal with the liquidity dilemma The paradox of liquidity (it dries up when most needed) remains one of the key challenges for investors on the aftermath of the great financial crisis...
6/11/2018 Capital Market Assumptions Asset Class Returns Forecasts - Q4 - 2018 We stick to the view that 2018 will be the peak of the global economic cycle.
2/08/2018 Economy & Markets Where will the next financial crisis come from? Are we ready... The world is not yet completely out of the 2007-2008 financial crisis, but the risk of a new crisis already arises.
6/07/2018 Economy & Markets CIO Insights - Key investment convictions for the short and ... Long-term investing is about the belief that fundamental value exists and that asset class returns tend to mean revert to their equilibrium level and...
12/02/2018 Emerging Markets Emerging Markets: How to unlock the next wave of returns After years of buoyant market conditions that have driven strong market performance across the board, investors are questioning for how long this “Goldilocks”...