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Investment themes

Our key investment themes are designed to have long-term relevance and to identify continuing investment opportunities. Browse the latest reports published by our global Chief Investment Office (CIO).

Our latest reports

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PERSPECTIVES Memo

PERSPECTIVES Memo - Ceasefire brings tentative relief

In a dramatic turn of events, just hours before US President Donald Trump’s deadline expired, both the US and Iran agreed to a two-week ceasefire, aiming to negotiate a sustainable peace agreement. Israel has also joined the ceasefire, though it specified that the arrangement does not extend to Lebanon. Read more.

Apr 08, 2026

iran report cover

PERSPECTIVES Special

The Hormuz conflict: Europe facing crosswinds

In this PERSPECTIVES Special we examine how exposed European economies are, how this conflict differs from the 2022 energy crisis, and what this means for markets and policy. We present our latest scenarios and address the implications for investors as Europe navigates increasingly challenging crosswinds.

Mar 30, 2026

the hormuz shock no strait line for us exit desktop

PERSPECTIVES Special

The Hormuz Shock: No Strait line for US exit

In this PERSPECTIVES Special, we explore how the Hormuz-specific conflict with Iran has become a defining macro shock, disrupting global energy flows, lifting inflation risks, and reshaping cross asset and regional market dynamics, with the US relatively insulated but still exposed to higher prices and tighter financial conditions.

Mar 24, 2026

perspectives special china npc and fyp a focus on stability and the supply side desktop

PERSPECTIVES Special

China’s NPC and FYP: A focus on stability and the supply side

This PERSPECTIVES Special examines how Beijing is prioritising risk control, technological upgrading and productivity gains, while keeping demand support targeted and measured. We assess the implications for growth, inflation and policy transmission, and outline where investors should expect greater dispersion across asset classes and sectors – highlighting the opportunities most closely aligned with China’s evolving strategic priorities.

Mar 20, 2026

asia pacific navigating the hormuz shock banner

PERSPECTIVES Special

Asia Pacific: Navigating the Hormuz shock

We assess how a Hormuz-related energy shock transmits through APAC macro fundamentals, sector earnings and equity market positioning, and why it may act as a structural catalyst for Asia’s long term energy security transition rather than just a short-term market event.

Mar 17, 2026

eu mercosur agreement new opportunities ahead desktop

PERSPECTIVES Special

EU-Mercosur agreement: New opportunities ahead

We assess the key features of the EU-Mercosur agreement, its implications for investment and trade flows, and the equity market sectors most likely to benefit on both sides.

Mar 13, 2026

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