Focus Topics

Business with impact

Business with impact

We offer corporations a five step practical guide on how adopt a "business with impact" approach that focuses on both financial and social return generation as core objectives of operations.

German Elections

German elections

A new impulse for Europe, or business as usual? Follow our extensive coverage on the German elections in the weeks leading up to September 24, 2017.

Latest views

Thought of the day

Thought of the day

Should investors be worried about North Korea?

In what seems to be a never-ending war of words, US President Donald Trump and North Korea's Kim Jong-Un continue to exchange hostile rhetoric following the US leader's recent speech at the United Nations. Trump threatened “total destruction” of a potentially nuclear-armed country, and North Korea’s threat to test an H-bomb have kept geo-political tensions at alarming levels.


Morning audio comment

Morning audio comment

Politics. So much politics

The German election has not produced a conclusion, but it was never likely to. After a poor result, the SPD indicated it does not intend to participate in a grand coalition government. That increases uncertainty for markets. Anti-establishment parties performed well – the right wing AfD was the second largest party in former East Germany.



Mapping the cycle

Mapping the cycle

The duration of the current bull market in global stocks makes clients around the world ask “Are we overdue for a bear market?” But bull markets don’t just die of old age.


Featured articles

Africa – cradle of diversity

Assecond-largest and second-most populous continent after Asia, Africa is home to 54 sovereign nations with unrivaled social, cultural, ecological and economic diversity. We shed a spotlight on how and where to invest in Africa.

Africa – cradle of diversity

Global risk radar: The end of central bank easing

With several major central banks set to reduce monetary policy support, we elaborate on the potential market consequences of an end to unprecedented monetary easing.

Global risk radar: The end of central bank easing

Insurtech: Shifting Asia

Insurtech, short for insurance technology, can transform how we buy insurance, how policies are priced, and how claims are made in the next five to ten years. We take an in-depth look at how this could be a game changer for Asia's insurers.

Insurtech: Shifting Asia

Navigating the Futures

We explore how the world might respond to observable trends, such as advance in robotics and the retreat in globalization, and imagine four "Futures" that could determine the shape of portfolios to come.

Navigating the Futures

Millennials – the global guardians of capital

In this report, we discuss why millennials matter, unpick some commonly held beliefs, and show how their habits will play a pivotal role in the way the world spends its private wealth.

Millennials – the global guardians of capital

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