House view

  • 15 Apr 2019 Deeper dive

    Lower for longer poses risks for investors. A recession and a credit crunch aren’t our base case, but investors should diversify. More

  • 04 Apr 2019 Video features

    CIO thought leaders explain our current market outlook and House View through videos and live-streamed discussions. More

  • 19 Apr 2019 Our preferences

    We remain risk on but also continue to hold certain counter-cyclical positions that can help protect portfolios against downside risks. More

  • 16 Apr 2019 Regional views

    The Eurozone and the next recession, China’s first-quarter equity rally, and more weekly insights from around the globe. More

  • 15 Apr 2019 Additional reading

    For the full House View suite, download our latest weekly and monthly publications, and subscribe to stay up to date. More