insights.

This week we review our portfolio positioning and investment opportunities in the light of historical geopolitical events, and likely scenarios.

We examine the Middle East conflict’s impact on Asia’s economies. While China’s energy resilience supports growth, others are more import-dependent and have fewer options to offset higher prices.

Macroeconomic outlook and asset tokenisation: from investing in an increasingly fragmented world to structural changes in finance.

In this series dedicated to the charts that guide investment decisions, we focus on the expected performance across different asset classes over the next 10 years, as well as our currency forecasts for the same period.

From earnings and bubble risks to hyperscaler capex and China tech, read our webinar insights on the next phase of the AI cycle.

This week, we look at how sustainable solutions are gaining momentum as the Middle East conflict pushes governments to address their energy and food security risks.

We analyse the costs and benefits of equity hedging, versus the merits of portfolio diversification.