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
PERSPECTIVES Memo
Saudi oil supply at risk
Sep. 21, 2026
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
Economic and market outlook
PERSPECTIVES Quarterly update
PERSPECTIVES: Economic and asset class outlook – September 2026
Sep. 09, 2026
PERSPECTIVES Video
CIO Video Update
Jul. 09, 2026
PERSPECTIVES Quarterly update
PERSPECTIVES: Economic and asset class outlook – June 2026
Jun. 09, 2026
AI Series
AI's next phase
Oct. 26, 2026
PERSPECTIVES Special
AI and economic growth: Waiting for the productivity dividend
Oct. 22, 2026
PERSPECTIVES Special
2026 US Midterms: How Congressional control may shape policy and markets
Oct. 13, 2026
PERSPECTIVES Viewpoint Equity
Higher for longer: Implications for the stock market
Oct. 15, 2026
PERSPECTIVES Viewpoint FX
Central banks back in the spotlight
Aug. 02, 2026
PERSPECTIVES Viewpoint Commodities
Supply disruption powers up prices
Oct. 01, 2026
PERSPECTIVES Viewpoint Fixed Income
Credit spreads’ quiet resilience
Sep. 29, 2026
PERSPECTIVES Viewpoint Fixed Income
The yield rise goes global
Sep. 18, 2026
PERSPECTIVES Viewpoint FX
JPY rallies after interventions
Aug. 03, 2026