Insights

Past El Niño episodes show agricultural prices can react late and unevenly. Nevertheless, the current risks need to be taken seriously.

The monthly Investment Traffic Lights provide a detailed market analysis and our view on developments in the main asset classes. 

Why UK yields are now driven more by global rates than domestic politics

The AI universe continues to expand rapidly, and the list of beneficiaries is long. At the same time, potential risks are emerging, reinforcing our conviction in selective stock picking.

How risk, valuation and liquidity are evolving in credit markets

Lift off: To those that boldly go!