Research Library

India's consumption growth forecast to rise to 7.7% in 2026. US-India trade deal reduces reciprocal tariffs from 25% to 18%.

After navigating last year's tariff challenges, Latin America poised for steady economic growth in 2026.

Expects sturdy global growth of 2.8% in 2026, versus a consensus forecast of 2.5%. US likely to outperform substantially (2.6% vs. 2.0%).

Comprehensive outlook portal covering macro, equities, fixed income, commodities, and regional economies.

Global GDP projected to increase 2.8%. US growth expected to accelerate to 2.6%, while China's GDP expands 4.8%.

US GDP projected to expand 2.5% in 2026 (Q4/Q4), versus consensus estimate of 2.1%.

Public spending and fiscal policy turning expansionary after four years of drag. 0.5pp fiscal boost in 2026-2027.

More than 90% of allocators report hedge fund portfolios met or exceeded expectations. Record 45% of allocators plan to increase exposure in 2026.

Financial sector specialist discusses where the most attractive opportunities are for US financials in 2026.

TOPIX forecast to return 10% in next 12 months. Investors focus on snap election results and five key investment themes including Japan's strength in "physical AI."

Sturdy global growth with non-recessionary Fed cuts positive for equities, but 'hot valuations' may increase volatility.

Constructive on equities for 2026 as earnings grow, but forecast lower index returns amid broadening bull market.

M&A activity sharply accelerated as markets digested tariff announcements. Volatility becomes navigable with improved clarity.

Senior commodities analyst Lina Thomas discusses recent gold price volatility and what could drive further gains through the rest of 2026.

US-China AI and geopolitical dynamics. Sturdy GDP growth and 50 basis points of Fed cuts supportive of commodity returns.

How investors should think about fixed income going into 2026. Outlook for jobs market and Fed policy.

The Trump Administration's "Donroe Doctrine" aims to expand US influence in the Western Hemisphere. Implications for economies, assets, and geopolitical risk.