18/03/2026 Real & Alternative Assets 10 themes for private assets in 2026 Across private assets, selectivity is becoming key. Discover the major themes shaping private equity, private debt, real estate and infrastructure.
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...
31/07/2025 Capital Market Assumptions Asset Class Returns Forecasts H1 2025 Mid-year update on expected returns across asset classes over a 5- and 10-year horizon.
17/06/2025 Global Outlook Ride the policy noise and shifts Global policy shifts create uncertainty but also resilience. Focus on diversification, long-term themes, and emerging markets.
17/06/2025 Real & Alternative Assets Private diversification still attractive This paper examines the outlook for private markets and hedge funds.
9/05/2025 Real & Alternative Assets Tailoring real and alternative assets to illiquidity appetit... Real and alternative assets are key to enhancing risk-adjusted returns, with private equity and debt offering higher return potential.