The CIO Call

Central banks, jittery markets and climate scenarios – the CIO call

Banks, bondholders and the macro outlook

Banking sector stress – what do investors need to know?

Ukraine, geopolitical risk and mispriced markets – the CIO call

Are we there yet?

What to expect in 2023 – the CIO call

COP27 and the case against blanket divestments – the CIO call

US midterms vs markets – the CIO call

Investing through a market regime shift – the CIO call

The outlook for EM assets – the CIO call

Aggressive central banks, fragile markets – the CIO call

Recession risk, real estate and responsible investing – the CIO call

Contrarian views, geopolitics and ESG questions – the CIO call

Central bank surprises and credit investing – the CIO call

CIO outlook: How we’re tackling 2022

CIO call special: What does COP26 mean for investors?

Policy errors and market vol – the CIO call

China, inflation, the Fed, and meme stocks – the CIO call

The reflation trade, reconsidered – the CIO call

The CIO call: An ESG inflection point