Economic and market outlook
Gain expert perspective on the potential risks and opportunities ahead in the latest economic outlook published by our global Chief Investment Office (CIO).
Our latest reports
PERSPECTIVES Quarterly update
CIO PERSPECTIVES: Economic and asset class update – March 2026
Mar. 04, 2026
CIO Video Update
2026 so far: risks but also great opportunities
Feb. 26, 2026
CIO Video Update
Annual outlook 2026 – Investing in tomorrow: opportunities and risks
Jan. 13, 2026
PERSPECTIVES Annual Outlook
Cyclical impulses: key investment themes for Europe in 2026
Jan. 09, 2026
PERSPECTIVES Annual Outlook
Fierce competition: key investment themes for emerging markets in 2026
Jan. 07, 2026
PERSPECTIVES Annual Outlook
Transformative forces: key investment themes for the US in 2026
Jan. 07, 2026
PERSPECTIVES Annual Outlook
Annual outlook 2026: Investing in tomorrow
Dec. 05, 2025
PERSPECTIVES Quarterly update
CIO PERSPECTIVES: Economic and asset class update – September 2025
Sep. 12, 2025
PERSPECTIVES Quarterly update
CIO PERSPECTIVES: Economic and asset class update – June 2025
Jun. 03, 2025
PERSPECTIVES Quarterly update
CIO PERSPECTIVES: Economic and asset class update – April 2025
Apr. 25, 2025
PERSPECTIVES Quarterly update
Economic and asset class update – Q2 2025
Mar. 25, 2025
PERSPECTIVES Annual Outlook
Annual outlook 2025: Deeply invested in growth
Dec. 10, 2024