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Investing insights

PERSPECTIVES Viewpoint FX
Monetary policy back in the spotlight
In this PERSPECTIVES Viewpoint FX, we analyse the factors expected to influence exchange rates in the coming months. We also provide our 12-month outlook for the USD and some other currencies.
Oct 21, 2025

CIO Podcast
PERSPECTIVES Weekly podcast: October 20 – Earnings season gets under way
The Private Bank’s Chief Investment Officer for the Americas, Deepak Puri, says US earnings season got started with some strong results from big banks, but markets have also been focused on emerging risks for some regional banks. Bond markets meanwhile have been coming under some stress in the high-yield space, and US inflation figures are expected at the end of the week. Listen to learn more.
Oct 20, 2025

PERSPECTIVES Special
US government shutdown 2025 – could this time be different?
The 21st US government shutdown since 1976 is now underway. Deepak Puri, Chief Investment Officer for the Americas, discusses how this shutdown may play out and why it could have longer-lasting consequences.
Oct 02, 2025

PERSPECTIVES Special
Buy the Dip or Hedge the Deep?
How far will the next market drop be? Uncertainty is possibly the only real constant in financial markets. In this report we compare and contrast the advantages and challenges of buying an asset when its value dips with those of holding the same asset and hedging it against large losses.
Sep 24, 2025

PERSPECTIVES Viewpoint Equity
China: Riding on supportive policies and tech optimism
In this PERSPECTIVES report, we examine the recent outperformance of China’s onshore equities (A-shares) relative to offshore equities (H-shares), explore the key drivers behind the A-share rally, and assess its sustainability.
Sep 24, 2025

PERSPECTIVES Outlook
CIO PERSPECTIVES: Economic and asset class update – September 2025
Published following our quarterly CIO Day, this outlook provides a summary update of our economic and asset class views for the year ahead.
Sep 12, 2025

ESG
ESG investment performance: drivers and management
This PERSPECTIVES Special explores the nuances behind the numbers, showing that ESG performance depends heavily on how it's defined, implemented and measured. Read for more details today.
Sep 10, 2025

PERSPECTIVES Viewpoint Equity
DAX & MDAX – German equities in focus
We examine how structural shifts in these indices, attractive valuations, and projected double-digit earnings growth position German stocks for continued outperformance. We also explore the implications of sectoral rotation, international capital flows and Germany’s evolving industrial strategy for equity investors.
Aug 08, 2025

PERSPECTIVES Special
Italy: moving forward
Italy’s economy has convincingly weathered the events of recent years and is now a relatively strong performer in a European context. This new PERSPECTIVES Special report considers the implications for the country’s future development and financial markets.
Aug 04, 2025

PERSPECTIVES Viewpoint Commodities
Not only gold glistening
Commodity prices followed divergent paths in the first half of 2025. In this PERSPECTIVES Viewpoint Commodities, we explain recent price moves and discuss our outlook for key commodities over the next 12 months.
Jul 11, 2025

Dedication in action
From private forums to global partnerships, our events connect wealthy individuals and families shaping the future. Explore the moments that inspire new thinking.
Thinking ahead

Entrepreneurship
Turning Points: Meet the entrepreneurs
Every business has a turning point – the pivotal moment that shapes its future. Meet global entrepreneurs who discuss the moments that matter.

Survey report
Family Office Financing Report 2025
Our inaugural report examines how family offices are positioning themselves to seize opportunities and manage risk amidst an ever-changing backdrop.
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