Insights

In this edition of Insights, we explore the evolving dynamics of wealth transfer, focusing on how generational changes are reshaping the financial landscape.

Another day, another milestone. It feels like we are hurtling towards an all-out trade war.

Global stock markets have responded vigorously to the latest tariff rhetoric from the US administration, and increasingly the response from trade partners.

Global equities declined by 0.6% in February (USD terms), though global government bonds returned 1.0% (USD, hedged terms).

Markets have been shifting in the past few weeks, raising key questions for investors.

In the latest edition of Perspectives, we speak with Dean Lush, Executive Vice Chair

Global equities declined by 0.6% in February (USD terms), though global government bonds returned 1.0% (USD, hedged terms).

With European stocks outperforming US equities so far in 2025, is the tide turning in global markets?

Quick thoughts on two pressing political issues: yesterday’s federal election in Germany, and the Trump/Ukraine situation.

Donald Trump is playing the media like fish on a line. Hopelessly hooked on easy copy, they have to follow his every twist and turn, flip-flopping this way and that, not seeing where they have been or where they are going.

In terms of politics generally, we're seeing a wave of populism on both sides of the Atlantic at the moment. How do we make sense of that?

Setting Trump and tariffs aside for a moment… We’re facing a new year, but some familiar concerns.

In this episode of our Perspectives podcast, Laura Künlen is joined by CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner to review last year’s macro market and portfolio performance. They reflect on a year marked by resilient economic growth amid geopolitical tensions, the strong performance of gold, and the political upheaval that shaped global markets.  

President Trump wants a weaker dollar to 'Make America Great Again'. However, the current strong dollar reflects the US's economic strength and investor confidence. In this strategy blog we evaluate the reasons behind Trump's ideology. 

Today marks the official presidential inauguration of the 47th President of the United States of America. Donald Trump will become the second person to hold office in two non-consecutive terms (Stephen G. Cleveland was the other one, in 1837).

In recent years, scientists have claimed that ‘60 is the new 40,’ reflecting not just our ageing population but also shifting attitudes about what it means to grow older.

Global equities rose by 3.7% in November (USD terms), while global government bonds returned 1.1% (USD, hedged terms).

President Trump’s upcoming return to the White House has brought much noise with it. In this Market Perspective we look at the impact the new presidency could have on markets. We also discuss how the global economy deals with debt, rates and tariffs.

Industry 5.0, through AI, robotics, and big data, is set to revolutionise production, boost efficiency, and redefine customer experiences. Explores how these developments are shaping manufacturing and how businesses can seize the opportunities they present.