055 | China: keeping the dragon awake

055 | China: keeping the dragon awake

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Investing in a fragmented world

US equities have consistently outperformed global peers – that’s why they’re at the core of investment portfolios worldwide. But past performance is becoming less bankable, especially when policy risk, concentration and valuation premia are taken into account. In this episode, we ...  Show more

Economic outlook 2026-27: Stretching the limits

Global economic growth will be stretching the limits, according to our latest outlook for 2026 and 2027. Our economists have revised it up to now reach 2.9% in 2026 following a robust 3% in 2025, with the US and China accounting for over two-thirds of the upward revision. In the ...  Show more

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