16/01/2024 Geopolitics DPP wins Taiwan elections: key take-aways for investors A geopolitical understanding of the Taiwan elections and its impact on markets.
10/10/2023 Geopolitics Five questions on the recent escalation in Israel The Talks outlines the investment and geopolitical implications of the recent terrorist attacks on Israel
29/06/2023 Geopolitics Geopolitical shifts and investment implications Evolving US-China relations and the war in Ukraine are reshaping the geopolitical landscape. Investors require a better sense of how to prepare.
20/02/2023 Geopolitics A year of war in Ukraine: accelerating the energy transition and fragmentation The war in Ukraine has had a marked impact on the global economy, redrawing national and international priorities. Investors need agility to cope with...
2/12/2022 Geopolitics Recent developments do not change our expectations for the Russia-Ukraine war The war in Ukraine will continue to dictate Europe’s prospects in 2023.
30/09/2022 Geopolitics Upheaval in the global FX regime The energy and inflation crises have uncovered cracks in the long-standing global foreign exchange regime. A new approach to currency management is required...
27/04/2022 Geopolitics War and Net Zero offer opportunities across the commodity universe Understanding the role that commodities could play in portfolio diversification under a regime of high and persistent inflation.