Viewpoints about Market insight
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2026 Global Macroeconomic Outlook: clearer picture, better growth
After an action-packed 2025 for investors, 2026 promises to be just as eventful. Our macro strategy team, led by Global Chief Economist Alex Grassino, shares its latest forward-looking views on global economies and markets.
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CIO Insight: series 4
In this series, Colin Purdie sits down with senior leaders from across our business to share perspectives on key themes shaping markets and portfolios today.
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2026 Market Outlook: winning isn’t all it’s cracked up to be
2025 was a short-term investor’s dream, dominated by trend following, momentum trading, and lower-quality assets. In 2026, we see more opportunities for a thoughtful risk-managed strategy to add value to investor portfolios.
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Asset allocation views: evolving global growth and regional dynamics
Recent shifts in global policy and varied economic growth across regions are prompting a fresh look at asset allocation. As these factors uncover a broader set of opportunities globally, we look at the highlights of our latest asset allocation outlook.
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Europe's macro revival and what it means for investors
Europe is having a "moment," with its macroeconomic picture brightening in recent months, but will it last - and what does it mean for investors? Senior Global Macro Analyst Erica Camilleri, CFA, tackles these questions in her latest viewpoint.
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