insights.

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. 

Discover how AI is transforming critical minerals and rare earth production, from smarter mining exploration and recycling to new materials for the energy transition.

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.

Read our 2026 half-year results. Total client assets reached a record CHF 367 billion and AuM a record CHF 239 billion, driven by strong net new money and top-quartile investment performance.