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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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Three takeaways from a turbulent first half
Avoid overconcentration in US assets as global economic balance of power…
12 Jun 2025
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Investment Diary of a CIO’s son (Part II)
A practical, in-house lesson in running an investment portfolio and mana…
05 Jun 2025
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The dollar’s reign isn’t over but cracks are now showing
While there’s no credible challenger to the dollar, several factors sugg…
29 May 2025
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Sustainable investing is no passing fad
Politics may shift, but the transition is here to stay.
27 May 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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How to select the best ETF for your investing needs
When the rubber hits the road – what can you do to turn investment strat…
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Time to add portfolio bulwarks
The relative market calm in recent days amid global trade uncertainty pr…
30 Apr 2025
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Trump 2.0 is already changing global behaviour
For President Trump, all is going as planned. Investors need to adjust p…
24 Apr 2025
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Invest like you shop
Regular investment in a diversified allocation, and accelerating those i…
17 Apr 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 multi-polarism brings
The initial optimism on US equities following Trump’s election has faded…
03 Apr 2025
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Can tariffs stem fading US exceptionalism?
We still have a bias for US assets, although it is increasingly importan…
27 Mar 2025
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Technology software set to soar
Reasonable valuation, resilient earnings growth, catalyst from AI develo…
20 Mar 2025
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The weakening of US influence?
A more transactional US foreign policy is likely to lead to a reduction …
13 Mar 2025
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Trump’s tariff gambit: Market headwind or just noise?
Unless we see signs of trade policies causing deeper economic damage, a …
06 Mar 2025
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Understanding DeepSeek’s impact and potential opportunities
China’s low-cost AI chatbot could drive corporate earnings higher in the…
27 Feb 2025
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What to do if the US dollar weakens?
The US dollar is expensive by some measures. Staying invested in a globa…
20 Feb 2025