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Markets and economics
Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
Midyear global outlook: Gravity defied – for now
Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist. 
Stuck for something to read? Four summer book recommendations
From memories of the trading floor to the secrets of a healthy diet, Matthew Kemp shares his summer reading picks. 
How important is the Strait of Hormuz for global trade?
Given the fragility of peace in the Middle East, how reliant is the global economy on this 21-mile-wide stretch of water? 
Podcast: Middle East conflict, inflation and interest rates – Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the market impact of the Middle East conflict. 
When small parcels mean big business
For all the noise on headline tariff rates, tariffs on small packages are underdiscussed. 
What can the London congestion charge teach us about tariffs?
Congestion charges and tariffs are very different in design, but both are attempts to use taxes to change economic behaviour. What can we learn from... 
Navigating the Private Markets landscape in 2025 (so far)
Like other asset classes, Private Markets have had to navigate a 2025 strewn with macro uncertainty. Here, we look at assets we believe are screening... 
Tariffs: How to manage portfolio uncertainty
Significant uncertainty remains about the outcomes of tariffs, and it’s hard to have an edge on forecasting this. However, are there approaches that multi-asset investors... 
Chart of the month: Have reports of the dollar's death been greatly exaggerated?
In May 1897, rumours began to circulate in New York of the death of Mark Twain. The great writer, who was in London at the... Recommended content for you
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