Global markets are constantly evolving, shaped by economic forces, policy decisions and shifting investor sentiment. Understanding these dynamics is essential to identify opportunities, manage risks and build resilient portfolios. Our analysis looks at asset allocation strategies, cross-asset interactions and long-term investment trends. We also explore specific themes in depth, providing insights designed to inform strategic decisions in an increasingly complex environment.
Markets in Focus
Discover in our videocast how markets have evolved in recent months and explore the investment scenarios that could define the months ahead. We also take a closer look at how our portfolio asset allocation is adapting to current dynamics — balancing resilience with select opportunities through active management and strategic diversification.
Weekly Pulse
Explore the key movements and emerging trends that have shaped the markets during the week. Stay informed with an overview of the most relevant shifts and insights that can help you better understand the dynamics driving today’s financial landscape.
Compass outlook
Gain a forward-looking perspective on global markets with our Market Outlook reports. Combining expert analysis and in-depth projections, these insights are designed to guide your investment strategy, helping you anticipate shifts, identify opportunities, and navigate challenges across different market cycles.
SAM Insights
These articles delivers in-depth analysis of key market themes and their implications for investors.
Each article explores structural forces, macroeconomic drivers and long-term dynamics shaping asset allocation. The series provides rigorous insights to support strategic and forward-looking investment decisions.