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Global Advisory

Expert M&A and capital markets advice

Wealth Management

A long-term perspective to help private clients preserve and grow their wealth

Asset Management

Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

Our alternative assets arm, managing funds dedicated to private equity and private debt

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Over 200 years at the centre of the world's financial markets

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Dispelling misconceptions

Published

Worries about growth, geopolitics, and an authoritarian government have dramatically dented sentiment in China.

In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour delve into why the challenges confronting China might be overstated and not fundamentally systemic. They also analyse the broader macroeconomic landscape and discuss recent adjustments made to our asset allocation.

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Read more articles

Asset Management: Monthly Macro Insights - September 2026

Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.

 Back to the future

In recent years, Artificial Intelligence (AI) has taken centre stage, fuelled by spectacular promises and applications that are now very much a reality. We have already noted on several occasions that this revolution is underpinned by less visible building blocks, such as strategic metals, data centres and electricity grids. Recent developments invite us to broaden that perspective even further.

 Corporate cash: the decision

Many business owners accumulate cash without a clear strategy. By separating operational, reserve and surplus capital, businesses can improve resilience, reduce concentration risk, manage tax considerations more effectively, and ensure excess cash supports longer-term business and personal objectives.