insights.

What’s behind Switzerland’s improved growth outlook? We examine how the country has weathered US tariffs, supply chain disruptions, and currency strength and review the investment implications.

What will the US midterm elections mean for different asset classes? We examine the historical trends post-midterms when the election resulted in a divided government, and present our outlook across equities, fixed income, the US dollar, and gold.

Diversification is not a one-off decision – it’s a constant process of re-evaluation and recalibration in portfolios. Our analysis explores the benefits of diversification, and how to sustain it over time.

What does an environment of high energy prices and resilient growth mean for central banks? We expect further policy tightening ahead – but not enough to endanger the economic expansion.

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. 

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

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.

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.