QUARTERLY
INVESTMENT OUTLOOK
Intelligence for Your Portfolios
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Top picks
Article |
Equities
Global equity income may merit attention as inflation lingers, valuations stay stretched and investors seek more resilient, less correlated equity exposure.
Chart of the Week |
Macroeconomic
The S&P 500’s history shows that despite recessions, wars, inflation, and corrections, the market’s long-term trajectory has remained upward. As the U.S. marks 250 years of resilience, the lesson for investors is clear: wealth is built through patience, discipline and staying invested.
Article |
Liquidity
As interest rates have normalised following an extended low-rate period, insurers in Asia are reassessing how they manage liquidity.
Chart of the Week |
Macroeconomic
U.S. policy uncertainty has remained elevated and consumer sentiment has weakened. Even so, the economy has stayed resilient, and because growth has held up better than sentiment and headlines suggest, we continue to forecast 2% U.S. growth in 2026, in line with trend.