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The May 2025 survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more.
Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Chec...
Europe’s quest for greater autonomy is often framed through the lens of regulation, industrial policy, and strategic technologies such as semiconductors, cloud computing, and AI.
Union Bancaire Privée (UBP) more than doubled its net new money (NNM) in North Asia for 2025 while capturing surging brokerage and wealth planning revenues, North Asia region head and Hong Kong CEO...
HSBC Asset Management exceeds target with USD 2bn final close for second UK direct lending vintage
Japanese companies favor seniority, but there may be material benefits to multigenerational boards. Japan has made major strides in corporate governance over the past decade. Reforms have included...
Amid the continued closure of the Strait of Hormuz, concerns around energy supply disruption and the potential pass-through into inflation have quickly fed into global central bank pricing. In this...
Gold and real Treasury yields appear decoupled, but the historical mechanism is still working. Central bank buying has just lifted the floor.
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