Outlook and commentary

Navigating Rates

Gold: a glittering future?

The dynamics of the gold market are changing. The factors that have historically supported the yellow metal are fading as a new set of influences emerges. What hasn’t changed, in our view, is the strategic value that gold can bring to portfolios.

Navigating Rates

Does geopolitics matter for markets?

Wars in Ukraine and the Middle East have raised geopolitical tensions to their highest level in years. But how much do geopolitics impact markets? We analysed 28 historical events and identified three findings that may help to navigate geopolitical risks.

Technology needs an ecosystem. That’s the opportunity

With megatrends like Artificial Intelligence and ‘digital Darwinism’ disrupting the business landscape, the Technology sector is poised to remain a key driver for equity markets and a crucial element in client portfolios in the decades to come.