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Insights
Expert views, diverse perspectives
Tap into deep local expertise with global insights designed to help you grow across borders.
Leadership viewpoints
Insights from our leaders to help you navigate growing complexity and set a path for sustainable growth.
Boosting FDI in emerging economies
Investors can help unlock key financial and societal returns, says Roberto Hoornweg, Co-Head Corporate & Investment Banking.
Escaping the sustainability debt trap
Debt conversions can unlock fiscal space for developing countries while mobilising sustainable finance at scale, writes Group Chairman Dr José Viñals.
How to make the most of Gen AI
Chief Strategy & Talent Officer Tanuj Kapilashrami shares her insights on how a 'skills passport' can help colleagues prepare.
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A most-reluctant rally?
My most recent TV interview, which was posted online with the title “Chi…
21 Mar 2024
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Why a balanced allocation makes sense
We believe there are three reasons for staying with a balanced allocatio…
20 Jul 2023
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It’s the economy
What is the focus for markets after the passing of the U.S. “One Big Bea…
10 Jul 2025
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Three lessons from a roller coaster year
It has been a turbulent year for investors. We started the year with wid…
14 Dec 2023
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Implications of the US credit rating downgrade
Senior Investment Strategist Abhilash Narayan explains why we believe th…
10 Aug 2023
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Adapting to an environment of higher interest rates
The relentless rise in bond yields has been the main theme in markets ov…
02 Nov 2023
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Counting on the Chinese consumer
Our view on the communication services equity sector Following some exci…
23 Nov 2023
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The power of what ifs
Humans dislike uncertainty. We constantly seek explanations for why some…
27 Apr 2023
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Long-term opportunity in the Japanese yen
We believe markets expectations have now run ahead of reality The Japane…
31 May 2023
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Riding the US entertainment wave
Among the eleven sectors making up the US equity market, only one has se…
08 Jun 2023
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The last samurai in developed markets
When will the Bank of Japan finally end its ultra-loose monetary policy?…
27 Jul 2023
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Focussing on the “essence” to drive investment r…
The essence of managing our investments means maintaining a broadly dive…
16 Jan 2025
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The US ratings downgrade – should I worry?
US government bonds remain closest to the idea of a “risk-free” asset, d…
22 May 2025
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The future of the US Dollar
Since US “Liberation Day” import tariff hikes, the US Dollar has stayed …
15 May 2025
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Fingers of instability
When the Middle East conflict began in October last year, the convention…
07 Feb 2024
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A new gold standard?
We see a mix of positive and negative factors BRICS countries are consid…
13 Jul 2023
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The tortoise and the hare
Slow and steady or highly dynamic – is one investment style better…
06 Jul 2023
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The bull vs bear debate
Is the bond market, in expecting a Fed policy pivot, overplaying the ris…
13 Apr 2023