Weekly Insights
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Weekly Insights

Central banks paused but persistent inflation keeps further rate hikes on the table. AI capex concerns spark volatility, reinforcing the focus on quality assets, selectivity and diversification.

Featured

Regular financial market insights and analysis to help you make sense of global events, stock and bond movements that may affect your investment journey.

Featured

Regular financial market insights and analysis to help you make sense of global events, stock and bond movements that may affect your investment journey.
Looking beyond the noise
MONTHLY CIO SIGNALS

Looking beyond the noise

November 2026

A monthly perspective on the market signals that matter, their implications, and how investors should respond.

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Do not panic, but stay selective
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Reports

Do not panic, but stay selective

Avoid panic-selling but be selective in seeking opportunities. Use market weakness to gradually add quality investments, while keeping your portfolio well-diversified.

    Implications of a Blue Congress but divided government
    implications_of_a_blue_congress_but_divided_government
    Reports

    Implications of a Blue Congress but divided government

    While the US political landscape has shifted, markets will continue to be shaped by interest rates, economic growth, artificial intelligence (AI) spending and corporate earnings. Staying selective and diversified remains key.

      Weekly Investment Insights
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      Weekly Insights

      2 November 2026

        Weekly Investment Insights
        26_october_2026
        Weekly Insights

        26 October 2026

          19 October 2026
          19_october_2026
          Weekly Insights

          19 October 2026

            4Q 2026 Investment Outlook: Navigating a narrower path ahead
            4q_2026_investment_outlook:_navigating_a_narrower_path_ahead
            Market Outlook

            4Q 2026 Investment Outlook: Navigating a narrower path ahead

            As the near-term environment becomes less forgiving, investors should reduce risk by staying tactically cautious but strategically constructive. Discover our 4Q 2026 Investment Outlook for perspectives on global macro trends, sector themes and opportunities shaping today’s shifting markets.

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