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.
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...
1/08/2025 Podcasts Global Investment Views - Deal or no deal, expect twists and... In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...