insights.

We look at what easing geopolitical risks, normalising oil prices and resilient growth mean for equities, bonds and currencies over the second half of the year.

At our latest Rethink Perspectives, we examined how security, sovereignty, and fragmentation will reshape the global economy in 2026. In this new world order, how can portfolios be steered sustainably?

As global tensions rise, governments invest in defence, tech and infrastructure to boost resilience and unlock new strategic growth opportunities.

In a volatile world, investors must build resilient portfolios. Discover how strategic allocation and thematic investing can unlock long-term opportunities.

In a fragmented, unpredictable world, it is essential to stay invested, diversify and protect your portfolio. How do we prepare for this new economic reality? Discover Samy Chaar’s analysis from our latest signature Rethink Perspectives event.

US tariffs, from 1930 to Trump, are shaking up markets and alliances, constantly redesigning the rules of global trade. Discover our analysis.

From defence spending to Swiss tariffs and US healthcare reform—three charts reveal the system shifts reshaping global markets and investment themes.