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Global Investment Outlook

Mid-year 2026: at the event horizon

The global economy is being recalibrated. What does this mean for investors? Find out in our Global Investment Outlook 2026.

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Our experts are constantly monitoring and analyzing industries, markets and companies for you. Their in-depth analysis and market assessments provide a solid basis for well-considered investment decisions. Read our regular market publications and always keep your finger on the pulse.

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Tech shares tumble

US technology shares fell on Tuesday as a sharp sell-off in AI-linked stocks dragged Wall Street lower, while Asian equities were steadier on Wednesday despite lingering concerns over stretched valuations. European equities also closed mostly lower on Tuesday, with the Euro Stoxx 50 dropping 1.3%.
Investor
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Markets remain cautious as US-Iran talks show progress

Geopolitics remained in the spotlight as the US and Iran started negotiations to end the conflict in Switzerland. Global stock markets started the week with mixed feelings as oil prices steadied. In the UK, prime minister Keir Starmer resigned, less than two years after Starmer led his party to...
Middle East financial markets
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Investors weigh US-Iran deal progress

While Wall Street remained closed on Friday due to a holiday, stock markets in the Asian-Pacific region kicked off the new week on a positive note with Japanese and South Korean equities leading regional gains. Latest geopolitical developments signalled easing tensions in the Iran conflict, as...
Strategist Middle East
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Asia stocks retreat amid peace doubts - SNB and Bank of England keep rates unchanged

Equities in the Asia-Pacific region slipped on Friday as investors questioned the durability of the US-brokered agreement with Iran, while lower oil prices offered some support. On Wall Street, indices began to recover on Thursday as cyclical technology shares gained. Today, US markets remain...

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Sustainability

Europe's hunt for secure, affordable, lower-emissions energy

Renewables can form a key part of Europe's long-term energy solution, but imported fossil fuels still power most EU activities, creating short-term challenges.
Sustainability

Transition investments: A pragmatic approach

Polluting industries have no place in a sustainable portfolio - or do they?
Sustainability

Why battery recycling is key to the energy transition

Recycling can relieve resource scarcity as well as reduce waste - and capacity is developing fast.
Financial markets

Upsetting America's electoral apple cart

The US midterm elections are always critical, particularly for presidents. They're equally important for investors, because changes in Congress can move markets.

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