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
Apr. 28, 2026
PERSPECTIVES Weekly Podcast
April 27 – Central banks keep an eye on the Middle East
Apr. 27, 2026
CIO Update Call
Experts In-House: CIO Update Call
Apr. 23, 2026
CIO Update Call
Experts In-House: CIO Update Call
Apr. 16, 2026
CIO Update Call
Experts In-House: CIO Update Call (US)
Apr. 09, 2026
CIO Update Call
Experts In-House: CIO Update Call (APAC)
Apr. 09, 2026
CIO Update Call
Experts In-House: CIO Update Call (APAC)
Apr. 07, 2026
CIO Update Call
Experts In-House: CIO Update Call (US)
Apr. 07, 2026
CIO Update Call
Experts In-House: CIO Update Call (APAC)
Mar. 31, 2026
CIO Update Call
Experts In-House: CIO Update Call (US)
Mar. 31, 2026
Economic and market outlook
PERSPECTIVES Quarterly update
CIO PERSPECTIVES: Economic and asset class update – March 2026
Mar. 04, 2026
CIO Video Update
2026 so far: risks but also great opportunities
Feb. 26, 2026
CIO Video Update
Annual outlook 2026 – Investing in tomorrow: opportunities and risks
Jan. 13, 2026
PERSPECTIVES Annual Outlook
Cyclical impulses: key investment themes for Europe in 2026
Jan. 09, 2026
PERSPECTIVES Annual Outlook
Fierce competition: key investment themes for emerging markets in 2026
Jan. 07, 2026
PERSPECTIVES Special
Where a potential Russia-Ukraine ceasefire might lead
Feb. 14, 2025
Future Fundamentals Podcast
The future of work and the ReRo revolution
Jul. 21, 2022
PERSPECTIVES Special
Energy transition: investment perspective
Jul. 03, 2024
Future Fundamentals Podcast
Medtech: the future of healthcare beyond COVID-19
Feb. 25, 2021
PERSPECTIVES Viewpoint Equity
Korea: From “discount” to re-rating
Apr. 16, 2026
PERSPECTIVES Viewpoint Commodities
Risks becoming reality
Apr. 08, 2026
PERSPECTIVES Viewpoint FX
FX moves: Geopolitics versus monetary policy
Mar. 20, 2026
PERSPECTIVES Viewpoint Alternatives
Hedge funds: Long/short equity strategies
Mar. 03, 2026
PERSPECTIVES Viewpoint Commodities
Welcome correction in precious metals prices
Feb. 04, 2026
PERSPECTIVES Viewpoint Fixed Income
Credit – Income over compression
Jan. 22, 2026