insights.

This week we look at the manufacturing rebound shaping up across developed and emerging markets as investments into AI and defence, trade policy shifts, and energy security broaden earnings growth. 

Michael Strobaek explains why Europe must channel more of its savings into innovation, AI, infrastructure and defence to strengthen its competitiveness

As the largest wealth transfer in history unfolds, new research reveals how younger philanthropists are preserving traditional values while transforming the way giving is governed, measured and delivered.

Based on a survey of 260 HNWIs across Switzerland, Singapore, the UAE and the UK, this survey reveals how a new generation of philanthropists is reshaping giving through impact, innovation and greater accountability.

The 2026 US midterm elections may leave Washington divided, limiting legislative ambition while preserving many executive policy powers. 

Artificial intelligence is revolutionising wealth management by enhancing analysis and efficiency. Yet, in an increasingly complex wealth environment, trust, attentive listening, and human expertise remain the true differentiating factors.

China’s AI models raise questions about US models’ pricing, spending and valuations. We examine why we favour hyperscalers and semiconductor firms as winners of the next AI phase.

 John Woods, our Asia CIO, examines how global equities continue to advance as earnings growth spreads across sectors and regions, signalling a broader and more resilient market rally.