insights.

From AI to infrastructure, energy and defence, a broadening investment cycle is supporting growth and corporate earnings. Discover where we see opportunities in our new investment outlook video.

Autonomous vehicles are set to transform motor insurance. We look at the impact of shifting liabilities, declining accident frequency and new technology risks to the industry's long-term growth prospects.

Global markets have navigated geopolitical tensions, higher oil prices and renewed AI concerns, yet growth, and earnings remain resilient. We look at six key questions investors are asking as 2026 enters its final months, and set out why accelerating investment and non-inflationary growth support both equities and bonds.

Why do so few stock pickers consistently outperform the market? We examine the headwinds, and the advantage of combining approaches for optimal portfolio outcomes.

Robust earnings offer support in volatile equity markets. We analyse second quarter trends and explore our regional and sector preferences.

As AI leadership broadens beyond tech, Swiss healthcare and financial stocks could benefit. Explore opportunities across the SMI and wider market.

Bank stocks have enjoyed a strong year, helped by robust earnings, resilient credit conditions, and recovering capital market activity. We examine the outlook from here.

We examine how climate volatility, including an El Niño cycle, is reshaping investment analysis. We argue that investors must move beyond climate exposure assessments to focus on preparedness.