Insights

Middle East tensions raise oil price risks, but markets remain calm. History shows geopolitical shocks don’t always trigger financial turmoil.

Markets have remained relatively calm despite the recent escalation in geopolitical tensions between Israel and Iran.

Middle East tensions raise oil price risks, but markets remain calm. History shows geopolitical shocks don’t always trigger financial turmoil.

In June, major central banks meet: Fed and BoE may pause, while ECB and SNB are expected to cut rates amid diverging policy paths.

We examine the implications of the US budget proposal, renewed tariff tensions, and a cautiously optimistic signal from Germany.

Global supply chains have experienced several shocks in recent years, including a pandemic and war, but have so far proved resilient.

As is typical in the tech space, the Cloud is continually evolving. Some major trends are reshaping the ways we use the Cloud, and in particular the development of Generative AI is playing a significant role. In particular, the adoption of generative AI by hyperscalers will create shifts in the ways the Cloud is adopted and utilized.   

Talk of recession has moved centre stage following Trump’s tariff announcement on April 2nd.

Despite considerable volatility, it was (just) a positive month for global stocks in dollar terms.

On "Liberation Day", 2 April 2025, new US tariffs sparked significant market declines and increased global economic uncertainty.

New US tariffs are starting to weigh on corporate earnings expectations. While markets reacted swiftly, analyst forecasts may take longer to fully adjust.

In uncertain markets, patience pays off. Staying invested and avoiding impulsive decisions can help protect long-term goals.

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.

Something momentous has just happened in Germany: the sick man of Europe is about to get a fiscal shot to the arm.

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

Despite widespread concerns about the European economy, European equities have started the year on a strong note — even outperforming the US market. While investors remain cautious, there are signs of underlying optimism.

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.