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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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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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The Tried-and-Tested
Investors continue to express preference for US equities, particularly i…
27 Jun 2024
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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 year-end rally in US equities?
I am always interested in what clients are thinking. I especially enjoy …
09 Nov 2023
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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
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Preparing for a volatile, but profitable summer
Markets could experience summer jitters, but investors should be ready t…
04 Jul 2025
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The great revival of Europe’s industrials
Europe’s industrials sector is expected to benefit from a fiscal boost i…
26 Jun 2025
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Not the end of the world
In a volatile environment, here’s a two-step approach to staying calm: e…
10 Apr 2025
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What to do after the shakeout?
Recent market dislocations have highlighted the benefits of a diversifie…
08 Aug 2024
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Why we like European banks
We believe the outlook for European banks remains positive. Here are fou…
23 Feb 2023
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Keep calm and stay invested
After a tumultuous start to 2023, we advice investors to be nimble The f…
28 Jun 2023
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Three takeaways from a turbulent first half
Avoid overconcentration in US assets as global economic balance of power…
12 Jun 2025