insights.

Discover our economic outlook for the coming months, presented at our Rethink Perspectives event in Geneva, balancing economic normalisation with the many persistent risks to monitor for resilient portfolios.

Amid the US elections, geopolitical risks, and more interest rate cuts, what does the final quarter of 2024 hold for investors? Discover our strategy for a fast-evolving landscape. 

The risk-reward dynamics across asset classes are shifting and, in the wake of equity rallies, high yield bonds look more attractive.

How will European banks fare as interest rates fall? We examine the outlook

Has fresh stimulus changed the game for China’s economy and assets? We examine the outlook.

Falling interest rates are changing the prospects for European economies and assets. We explore their changing fortunes.

Designed to meet women investors’ needs and preferences, our new publication explores investment and wealth management topics.

Having started the cycle with a large cut, where will the Fed go now – and what does it mean for currencies?