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CIO Weekly Perspectives | September 2025
Multi-Asset Investing Comes to the Fore
- The economy and risk assets seem to be telling a conflicting story. In this environment, we believe there’s no better time to be taking a multi-asset approach to investing.
CIO Weekly Perspectives | September 2025
Central Banks Struggle to Regain the Rates Narrative
- Major central banks’ unconvincing mix of policy cuts and pauses last week shows they are struggling to regain the global rates narrative. Amid the uncertainty, relative value opportunities are emerging.
Article | September 2025
China Real Estate Credit: Leaner, Improved Quality and Higher Yields
- After a period of difficulty, the Chinese property sector may be ready for its close-up.