A systemic shift in a changing world?

Views from the EMD desk.

We are in the midst of a technical, overdue correction in search of a narrative.

A weekly view from our portfolio managers into the trends shaping markets right now.

Mobilising new sources of capital and democratising private markets.

Will the Fed retain its independence?

Where now for the yield curve?

One big beautiful world - or a correction ahead?

Turning scarcity into opportunity.

Many signs point toward continued Federal Reserve easing.

Market snapshot

L'impatto ambientale e sociale della rapida crescita dell'intelligenza artificiale e delle infrastrutture dati sta diventando sempre più rilevante per i risultati degli investimenti a lungo termine.