U.S. small caps: Ready for a comeback?

Have small caps seen a weak decade, or were large caps simply off the charts?

Read more

10 Themes - #10: Artificial Intelligence: too big for a one-pager

Surging investment, rapid innovation, and rising volatility – why AI is reshaping winners and losers, and how active selection may be key in what we think could be a boom, not a bubble.

The worrying 'K' on the U.S. stock market

The operating profits of the S&P 500 and overall economic profits are decoupling

Read more

Americas CIO View

A.I. is growing quickly and is very hungry: S&P firms provide the essentials 

Read more

Rational Exuberance

2026 may be a good year for risky assets

Read more

The great net income divergence, revisited

For over a decade, the S&P 500’s net income growth has outpaced Europe’s Stoxx 600. But signs of change are emerging beneath the surface.

Read more
16-Jan-26 Chart of the week

U.S. small caps: Ready for a comeback?

Have small caps seen a weak decade, or were large caps simply off the charts?

Equities
12-Dec-25 Chart of the week

The worrying 'K' on the U.S. stock market

The operating profits of the S&P 500 and overall economic profits are decoupling

Americas, Equities
02-Dec-25 Americas CIO View

Americas CIO View

A.I. is growing quickly and is very hungry: S&P firms provide the essentials 

Americas, Equities
28-Nov-25 Chart of the week

Rational Exuberance

2026 may be a good year for risky assets

Macro, Equities, Bonds, Fixed Income, Currencies, Alternatives, Precious metals
07-Nov-25 Chart of the week

The great net income divergence, revisited

For over a decade, the S&P 500’s net income growth has outpaced Europe’s Stoxx 600. But signs of change are emerging beneath the surface.

Equities, Americas, Europe, Financials, Industrials
24-Oct-25 Chart of the week

The Nikkei has scaled new heights

Both political developments and structural tailwinds are breathing fresh life into the Japanese stock market

Equities, Asia & Pacific, Politics

Further articles

10-Mar-26 Sustainability

2026 Q1: Energy & nature investor

Quarterly highlight: Navigating mega-forces
06-Mar-26 Chart of the week

Oil shocks don’t bite like they used to

Decades of efficiency and electrification have defanged a once-feared macro risk — even as Middle East tensions keep markets jumpy.
05-Mar-26 European Transformation

Who dares wins: Financing German first-of-a-kind technologies critical to Europe’s future
See all articles

CIO View