Asset class insights

This report examines the key drivers behind the momentum in Japan’s stock market and outlines the factors drawing increased investor interest. Read for more information.

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 publication we explore how politics, monetary policy and fiscal stimuli are set to reshape major currency paths in 2026 and present our corresponding exchange rate forecasts.

In this PERSPECTIVES Viewpoint FX, we analyse the factors expected to influence exchange rates in the coming months. We also provide our 12-month outlook for the USD and some other currencies.

In this PERSPECTIVES Viewpoint FX: Headwinds for the USD persist, we address the recent shift in focus from monetary policy decisions to the fiscal and trade policies of the US and the likely near-term developments in this regard. We also provide our outlook for the USD and a number of other currencies.

In this PERSPECTIVES Viewpoint FX: Paradigm shift in the currencies markets – we examine the factors influencing the development of exchange rates in the next twelve months and present our corresponding forecasts.

We explore anticipated central bank policy moves, their potential impact on currency pair volatility, the outlook for the next twelve months and the possible developments in currencies that investors should take into account in their investment decision-making.