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18 November 2025
Equity
2026 Equity Outlook: Harnessing growth with a broad view
2026 Equity Outlook: Harnessing growth with a broad view
We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
17 November 2025
Multi-Asset
Multi asset
Weekly Perspectives - Split signals: why the BoE is set to cut, while the Fed may have to wait
Weekly Perspectives - Split signals: why the BoE is set to cut, while the Fed may have to wait
This week we focus on the diverging chances of a rate cut in December from the Bank of England (BoE) and the Federal Reserve (Fed).
14 November 2025
Equity - Global
AI growth: energy, emissions and water considerations
AI growth: energy, emissions and water considerations
Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.
