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. 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
CIO Update Call
Experts In-House: CIO Update Call
Apr. 28, 2026
CIO Update Call
Experts In-House: CIO Update Call
Apr. 23, 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 Special
US deficits: A new twist on Wicksell
Jul. 08, 2026
PERSPECTIVES Special
Emerging structural themes across Asia
Jul. 07, 2026
PERSPECTIVES Special
Humanoids
Jul. 02, 2026
PERSPECTIVES Viewpoint Commodities
Relief with reservations
Jun. 25, 2026
PERSPECTIVES Viewpoint FX
INR versus IDR: Similar pressure, different vulnerabilities
Jun. 18, 2026
PERSPECTIVES Viewpoint Equity
Narrow leadership, resilient earnings and persistent risks
Jun. 18, 2026
PERSPECTIVES Viewpoint Alternatives
Infrastructure: Scaling for a future-proof world
Jun. 18, 2026
PERSPECTIVES Viewpoint Fixed Income
Navigating the rates reset
Jun. 10, 2026
PERSPECTIVES Viewpoint FX
Back to fundamentals and monetary policy
Jun. 11, 2026