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VIEW FUNDSLatest Insights
Explore some of our latest insights on industry news and trends.
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Emerging market equities: Initial views on the U.S. and Israeli strikes on Iran
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The Middle East conflict has shaken geopolitical nerves. We assess how EM markets have reacted and what the key risks are.
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Iran conflict brings oil supply risk into sharp focus
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Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
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Middle East conflict: Implications for global markets
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Recent U.S. and Israeli strikes in Iran and the unfolding conflict in the Middle East have ushered in a new era of geopolitical risk. Here’s what investors need to know.
2026 Global Investment Outlooks
Markets are proving resilient, yet risks linger. Our investment team explores the key themes shaping 2026 — and what they mean for investors.