insights.

Omar Shokur, Regional Head for Asia, Private Clients, examines the disconnect APAC HNWIs face between their intent and actions regarding their investment approaches.

This week, our latest ‘Intelligent Allocator’ looks at how planned IPOs and evolving index rules may reshape passive exposure, concentration risk, and portfolio construction.

We examine Switzerland’s vote on population growth, its implications for labour markets and EU relations, and what political uncertainty would mean for Swiss assets.

We look beyond geopolitical tensions to assess earnings resilience, bond yields and diversification. We set out where selectivity and portfolio positioning matter most.

We examine why the recent loss of momentum in gold prices does not derail the medium-term outlook as structural drivers – resilient demand and fiscal uncertainty – remain in place.  

Is the UK facing a change of Prime Minister – and does the recent rise in Gilt yields reflect enduring risks? We examine recent developments and our views on Gilts.

A multipolar world is accelerating shifts already underway in our societies. Long-term investors can benefit from structural transformations across demographics, technology, infrastructure, security, and sustainability.

We look at why resilient earnings are supporting global equities despite energy shocks, and why selectivity and emerging markets remain central to our equity positioning.