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Scepticism in the market can be a healthy sign, says Christian Nolting, the Private Bank’s Global Chief Investment Officer, referring to the mood around lofty tech valuations. And analysts will soon have access to data that was unavailable to markets during the US government shutdown, with clear implications for Federal Reserve policy in the months ahead. Listen to learn more.

The APEC meeting in South Korea saw the signing of major trade deals between the US and many Asian economies. Dive into our special report for insights into what these developments may mean for markets, sectors, and your portfolio.

China stands at a crossroads as the 4th Plenary Session unveils the blueprint for its 15th five-year plan (2026–2030). Our report explores how the country is shifting its focus from rapid expansion to high-quality, innovation-driven growth, signalling a new era for both domestic and global stakeholders.

In this PERSPECTIVES Viewpoint, we examine the drivers behind the AI rally, compare today’s market dynamics with past technology bubbles, and highlight the critical differences that set this cycle apart.

In this PERSPECTIVES Viewpoint FX, we analyse the factors expected to influence exchange rates in the coming months. We also provide our 12-month outlook for the USD and some other currencies.

The 21st US government shutdown since 1976 is now underway. Deepak Puri, Chief Investment Officer for the Americas, discusses how this shutdown may play out and why it could have longer-lasting consequences.

How far will the next market drop be? Uncertainty is possibly the only real constant in financial markets. In this report we compare and contrast the advantages and challenges of buying an asset when its value dips with those of holding the same asset and hedging it against large losses.

In this PERSPECTIVES report, we examine the recent outperformance of China’s onshore equities (A-shares) relative to offshore equities (H-shares), explore the key drivers behind the A-share rally, and assess its sustainability.

Published following our quarterly CIO Day, this outlook provides a summary update of our economic and asset class views for the year ahead.

This PERSPECTIVES Special explores the nuances behind the numbers, showing that ESG performance depends heavily on how it's defined, implemented and measured. Read for more details today.