Using our breadth of in-depth knowledge and experience, we produce regular and topical content to provide you with our insights on the current markets and wider events. Select the topic that interests you the most.
Market View
Markets look beyond conflict as AI drives Q2 gains
Global equities rallied in Q2 as AI-driven earnings growth offset geopolitical tensions, while oil fell and central banks diverged on inflation risks.
Market View
Understanding developed, emerging and frontier markets
Learn more about market classifications and why these distinctions matter to investors and the wider economy in our latest finance decoded series.
Sustainability
Water and resilience: an investment lens
Water stress now affects around half of the world’s population each year. Discover why water is becoming a key investment theme.
Sustainability
Healthier societies: a thematic approach to investing
Discover how our sustainable investment approach focuses on healthier societies and why healthy, financially secure societies matter for long-term investing.
Our video series explores the connections between human capital, natural capital and financial capital worlds.
Quarterly reports
Quarterly Report Q1 2026
Every quarter, our Investment Committee digs into the data to provide an update on the performance of global markets and individual asset classes. Read all the latest news and views here.
Quarterly Report Q4 2025
Every quarter, our Investment Committee digs into the data to provide an update on the performance of global markets and individual asset classes. Read all the latest news and views here.
