QUARTERLY
INVESTMENT OUTLOOK
Intelligence for Your Portfolios
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Top picks
Article |
Equities
Global equity income may merit attention as inflation lingers, valuations stay stretched and investors seek more resilient, less correlated equity exposure.
Reports |
Macroeconomic
Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.
Chart of the Week |
Macroeconomic
The S&P 500’s history shows that despite recessions, wars, inflation, and corrections, the market’s long-term trajectory has remained upward. As the U.S. marks 250 years of resilience, the lesson for investors is clear: wealth is built through patience, discipline and staying invested.
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Liquidity
As interest rates have normalised following an extended low-rate period, insurers in Asia are reassessing how they manage liquidity.