Asset class insights

PERSPECTIVES Viewpoint Equity: China’s Q3 earnings: sectoral divergence, spotlights how policy support, AI infrastructure, and green energy are helping to drive selective investment opportunities. Read for more information.

In this PERSPECTIVES Viewpoint Equity: India’s equity market – Ready to rebound?, we examine whether India’s recent equity market underperformance signals a prolonged trend or sets the stage for a catch-up, as domestic resilience and global dynamics shape the outlook for the year ahead.

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 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.

In this PERSPECTIVES Viewpoint – China: Upside driven by AI optimism and policy stimulus, we evaluate the rally seen in Chinese equities, comment on the implications of a U.S. growth slowdown and potential tariffs.

In this PERSPECTIVES Viewpoint, we look at joint financing options and possible growth effects of increased defence spending, as well as special features within the European defence industry and their relevance for investors.

Central banks have successfully brought down inflation rates close to target levels and pivoted monetary policy towards a rate cut cycle. We discuss the factors currently driving bond markets and present our view on bond asset classes.

Commodity prices followed divergent paths in the first half of 2025. In this PERSPECTIVES Viewpoint Commodities, we explain recent price moves and discuss our outlook for key commodities over the next 12 months.

In the latest PERSPECTIVES Viewpoint Commodities – Gold & silver in demand, oil price range seems limited, we discuss gold, silver and oil and examine the causes of past price movements. We also address the factors to look out for regarding these commodities and the opportunities we still see for investors in each case.

PERSPECTIVES Viewpoint Equity: China’s Q3 earnings: sectoral divergence, spotlights how policy support, AI infrastructure, and green energy are helping to drive selective investment opportunities. Read for more information.

On Wednesday, the Chancellor of the Exchequer, Rachel Reeves, delivered her second Autumn Budget against a backdrop of slowing growth, elevated borrowing costs, and persistent domestic political uncertainty.

In this PERSPECTIVES Viewpoint Equity: India’s equity market – Ready to rebound?, we examine whether India’s recent equity market underperformance signals a prolonged trend or sets the stage for a catch-up, as domestic resilience and global dynamics shape the outlook for the year ahead.

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 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.

Italy’s economy has convincingly weathered the events of recent years and is now a relatively strong performer in a European context. This new PERSPECTIVES Special report considers the implications for the country’s future development and financial markets.