Multi-Asset Investment Views: “Will of...
Politics has returned to the forefront of market attention. Social unrest and fiscal uncertainty in France have together pushed sovereign…
27/10/26
Multi-asset
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Article
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Video
Multi-Asset Investment Views Quarterly Update...
Equity markets were supported in the third quarter by strong earnings growth, while higher inflation expectations in the wake of…
15/10/26
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Article
Multi-asset investment views: Staying Alive
The macroeconomic backdrop remains robust, but so does the balance of risks. There has been no material deterioration in the…
30/09/26
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Article
Monthly Market Views: Strong US...
Key points Strong US growth raises rate risks Oil prices have been the tail wagging the market dog recently and…
29/09/26
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Podcast
Is the market underestimating China’s...
While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. From the…
24/09/26
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Article
Monthly Market Views: The prospect...
Key points Facing the rate threat Equity markets enter September with a strong earnings tailwind behind them. Results for the…
02/09/26