It’s been another busy week in terms of geopolitics as the US continues to ramp up rhetoric around the ownership of Greenland.
Over extended market cycles, Israel’s mid-cap equities have often delivered strong growth, driven by their greater sensitivity to domestic economic trends. Despite this, mid-cap companies remain un...
With spreads well below long term averages and government bond curves pricing in what central banks are likely to do in the next few quarters, opportunities for capital gains through spread compres...
By making the imposition of new tariffs conditional on Europe's acceptance of its plan to acquire Greenland, Donald Trump is taking a further step in the use of trade as an instrument of geopolitic...
Bullish equity outlook for 2026: easing monetary policy, strong emerging markets, AI-driven growth—plus the key geopolitical risks to watch.
As we enter 2026, the starting point of the year will be a demanding one. Valuations across major markets are elevated and market leadership has become increasingly narrow. This calls for disciplin...
The U.S. capture of Nicolás Maduro signals a major geopolitical shift. Explore what this means for oil, debt markets and global investing.
2025 was a banner year for bonds. We think more of the same is in store for 2026. Fixed income enters 2026 from a position of strength. Returns in 2025 were solid across sectors, supported by de...
The last 12 months have been characterised by an increasingly complex and uncertain policy landscape, making it difficult for investors to cut through the noise. Despite this, we see continued supp...
CIO Weekly Perspectives | January 19, 2026 Emerging Markets: The Next Phase in Market-Broadening
On Monday, risk markets opened on the front foot after largely shrugging off the weekend’s geopolitical news. Stock markets rallied, led by large-cap energy companies that stand to benefit from the...
The 30th annual edition explores how rising economic nationalism and fiscal activism create both challenges and silver linings for investors. Technology adoption will provide a near-term boost to p...
Why a new economic regime calls for a reassessment of risk and rewards
Explore market data and capital markets trends for nonprofit healthcare providers as the economic backdrop and interest rate outlook evolves.
Driving innovation and interoperability in global capital markets with Distributed Ledger Technology (DLT)
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