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Top picks
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.
Article |
Liquidity
As interest rates have normalised following an extended low-rate period, insurers in Asia are reassessing how they manage liquidity.
Chart of the Week |
Macroeconomic
U.S. policy uncertainty has remained elevated and consumer sentiment has weakened. Even so, the economy has stayed resilient, and because growth has held up better than sentiment and headlines suggest, we continue to forecast 2% U.S. growth in 2026, in line with trend.
Article |
Macroeconomic
The rules of the market may have changed. How should multi-asset investors respond?