Using our breadth of in-depth knowledge and experience, we produce regular and topical content to provide you with our insights on the current markets and wider events. Select the topic that interests you the most.
Market View
Hungary’s political shake-up sends signals beyond its borders
Find out how Hungary’s historic election ending Viktor Orbán’s 16-year rule could reset EU and Russia ties, realign policy and reshape market expectations.
Market View
Understanding the new logic of globalisation
It's a multipolar world out there now, with national security taking precedence over economic efficiency.
Market View
Relief rally after US-Iran ceasefire, but uncertainties linger
Global markets have staged a relief rally following this week’s ceasefire between the United States and Iran, although attention will soon shift to whether the calm will hold.
Lifestyle
The rise of experiential luxury: the search for exclusivity
Discover how ultra-high-net-worth consumers are shifting from luxury goods to exclusive, personalised experiences. Learn why exclusivity, access, wellness and social media visibility are reshaping the future of the luxury market.
Our video series explores the connections between human capital, natural capital and financial capital worlds.
Quarterly reports
Quarterly Report Q1 2026
Every quarter, our Investment Committee digs into the data to provide an update on the performance of global markets and individual asset classes. Read all the latest news and views here.
Quarterly Report Q4 2025
Every quarter, our Investment Committee digs into the data to provide an update on the performance of global markets and individual asset classes. Read all the latest news and views here.
