Investing insights
Our global Chief Investment Office (CIO) publishes our economic outlook and investing themes. From thought-leadership on ESG and long-term trends to timely commentary on market developments, our investing insights are designed to help each client shape their financial tomorrow.
Iran conflict
CIO Update Call
Experts In-House: CIO Update Call
Jul. 28, 2026
PERSPECTIVES Memo
Red Sea disruptions: increasing risks for energy markets
Jul. 24, 2026
CIO Update Call
Experts In-House: CIO Update Call
Jul. 13, 2026
CIO Update Call
Experts In-House: CIO Update Call
Jun. 16, 2026
PERSPECTIVES Memo
US-Iran interim peace deal buoys markets, but risks remain
Jun. 14, 2026
Iran Conflict
Experts In-House: Perspectives – CIO View
Jun. 02, 2026
CIO Update Call
Experts In-House: CIO Update Call
May. 26, 2026
CIO Update Call
Experts In-House: CIO Update Call
May. 11, 2026
Economic and market outlook
PERSPECTIVES Video
CIO Video Update
Jul. 09, 2026
PERSPECTIVES Quarterly update
PERSPECTIVES: Economic and asset class outlook – June 2026
Jun. 09, 2026
PERSPECTIVES Quarterly update
PERSPECTIVES: Economic and asset class update – March 2026
Mar. 04, 2026
PERSPECTIVES Presentation
Long-Term Investment Themes
Aug. 13, 2026
PERSPECTIVES Special
Macro Europe: Energy and economic resilience
Jul. 31, 2026
PERSPECTIVES Special
Beyond labels: Investment performance through a sustainability lens
Jul. 31, 2026
PERSPECTIVES Special
Investing in China: Selectivity in a two-speed economy
Jul. 28, 2026
PERSPECTIVES Memo
Red Sea disruptions: increasing risks for energy markets
Jul. 24, 2026
PERSPECTIVES Viewpoint FX
JPY rallies after interventions
Aug. 03, 2026
PERSPECTIVES Viewpoint Alternatives
Venture capital: Assessing the European market
Jul. 28, 2026
PERSPECTIVES Viewpoint Equity
Semiconductor stocks reset, but AI demand holds
Jul. 26, 2026
PERSPECTIVES Viewpoint Commodities
Relief with reservations
Jun. 24, 2026