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Insights
Our evaluations and analyses
CIO View
Dec 05, 2025
Chart of the week
U.S. unemployment steady, nerves frayed
A widening gap between official data and worker sentiment points to the power of technological anxiety.
Dec 03, 2025
Portfoliomanagement
CIO View Portfolio: Perspectives
In our monthly Multi-Asset update we describe the translation of our CIO View into the CIO View model portfolio.
Dec 02, 2025
Americas CIO View
Americas CIO View
A.I. is growing quickly and is very hungry: S&P firms provide the essentialsÂ
Dec 01, 2025
APAC CIO View
APAC CIO View
ASEAN Developing Countries: Resilient Growth thus far
Nov 28, 2025
Chart of the week
Rational Exuberance
2026 may be a good year for risky assets
Nov 27, 2025
Quarterly Market Outlook
2026 – signs point to a good investment year
Despite political turbulence, 2025 performed better than expected. Our outlook for 2026 is even brighter. Profit growth and interest rate cuts should provide a solid foundation.
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Investment Topics
Back to normal? How Asian insurers are responding to rising interest rates
Rising interest rates have resulted in significant losses on the existing portfolios of Asian insurers while the overall impact on their solvency position has been positive.
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CIO View
