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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 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

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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

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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

perspectives memo middle east escalation energy transit risks market volatility

PERSPECTIVES Memo

Middle East escalation: energy transit risks & market volatility

The conflict has escalated with direct US-Israel strikes on Iran and regional retaliation. Risks to energy supply have increased significantly, as energy transportation through the Strait of Hormuz has been disrupted. Read more.

Mar 02, 2026

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In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S.

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