19/01/2026 Portfolio Strategy Strategic Integration of Private Assets into Multi-Asset Allocations This study presents a practical framework for sizing private asset allocations and planning capital commitments from the perspective of a Multi-Asset...
10/05/2024 Real & Alternative Assets Real and alternative assets in focus in the strategic asset ... Real and alternative assets can help enhance portfolio risk-adjusted returns. Investors could consider a building block dedicated to these assets.
6/05/2024 Investment Views Global Investment Views - May 2024 Explore our Global Investment Views for May 2024: Unraveling the complexity of the Fed's policy, inflation outlook, and identifying investment opportunities...
22/04/2024 Global growth forecast revised higher, again With 2024 global GDP growth forecast similar to the numbers of 2023, the IMF is no longer expecting a slowdown.
15/04/2024 ECB's next move should be a rate cut Explore how ECB's anticipated rate cuts in June could fuel European bond interest amid global inflation and rate decisions. A pivotal move for the markets.
4/04/2024 Investment Views Global Investment Views - April 2024 Explore the late-cycle environment. Gain insights into the US economic outlook, inflation concerns, and Emerging Markets' resilience. Stay informed on...
18/03/2024 Gold has been shining bright this year Discover the latest insights on gold prices and the factors driving its surge this year. Learn about the impact of Fed rate cuts, geopolitical risks,...