Investing insights

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.

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.

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.

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.

Reports indicate that the U.S. is demanding unilateral tariff reductions from the EU, similar to concessions offered by other countries to the U.S. Go through this article for complete information.

Alternative investments are an increasingly important asset class and have experienced robust growth over the past two decades. In this report, we look at the advantages and challenges of integrating them into a portfolio.

As demand surges, primarily due to electrification and data centre expansion, the need for low-emission energy sources becomes critical. This transition necessitates significant investments in grid expansion and modernisation to integrate renewable energy sources while maintaining system stability and resilience.

China unveiled several stimulus measures on May 7 and it was confirmed that the U.S. and China would hold official tariff negotiations this week. In this PERSPECTIVES Special, we look at the impact of these events on Chinese equities.

Our new special report describes our approach to Strategic Asset Allocation (SAA) – the key driver of multi-asset portfolio returns.

The first 100 days of the President Trump’s second presidency has clearly pointed to an ‘America First’ agenda. We take a closer look at portfolio impact and what this means for investors globally in this PERSPECTIVES Special.

In this CIO Special, we look at four possible investment areas and consider their merits.

U.S. trade and tariff policies and their lack of predictability have caused significant price fluctuations in all areas of the financial markets. Browse this page for more details.