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Latest Insights
Investment Outlook Q4 2024: An Optimist’s Guide to a Shifting Landscape
We launch our Investment Outlook for Q4 2024 and remain optimistic thanks to resilient earnings and rate cuts. We acknowledge the need to differentiate more and the potential for volatility, we believe well-diversified, multi-asset portfolios should continue to do well.
Investment Outlook Q4 2024: Equities - key topics and focus areas
Amid moderating global growth, we look at how innovation through disruptive technologies can help boost productivity, investment and earnings. AI continues to be the focus, as more products and services are launched integrated with AI, helping innovation spread to other sectors.
Monthly View - October 2024
Watch our Global Chief Investment Officer Willem Sels as he discusses the latest market development and our asset allocation changes.