Insights

Macroeconomics · 05 Oct 2026

Barometer: Stocks to power on despite lofty valuations

While a spike in bond yields leaves stocks looking relatively expensive, the continued rise in corporate earnings should see equities add to their gains over the coming months.

Society · 28 Sep 2026

Investing for a healthy society

In an ageing society, keeping everyone healthy means embracing technology and investing in innovative healthcare companies.

Responsible future · 21 Sep 2026

Keeping cool in a warmer world

As global temperatures rise, there is growing demand for efficient and innovative cooling technologies.

Macroeconomics · 02 Sep 2026

Barometer: Robust earnings growth to push equities higher

With corporate profit growth at remarkably healthy levels, we expect the stock market to add to its strong gains over the coming months.

Macroeconomics · 05 Aug 2026

Barometer: Staying the course on equities

Equity markets have further to run thanks to strong earnings, resilient economic growth and continued investment in AI.

Technology & science · 27 Jul 2026

Sizing AI’s environmental footprint

Viktoras Kulionis puts AI’s thirst for power into context.

Macroeconomics · 10 Jul 2026

Secular Outlook 2026: Our 10-year investment outlook

Understand the key trends shaping returns across equities, fixed income, currencies and alternatives.

Macroeconomics · 02 Jul 2026

Barometer: Equity rally to roll on as stagflation risks recede

With inflationary pressures likely to abate as the US and Iran make progress towards a peace agreement that would stabilise oil markets, equities should build on their recent gains.