28/04/2025 Trade war is clouding global growth Trade war is clouding global growth. The recent IMF downgrade highlights how policy ambiguity could hurt global trade and economic activity.
28/04/2025 Real & Alternative Assets Private Assets likely to stay resilient during market turmoi... Understanding how Private Assets likely behaved during the recent market selloff.
14/04/2025 Cross Asset Research Cross Asset Investment Strategy - April 2025 Our April edition outlines seven insights for navigating trade war turbulence, concentrating on emerging markets post-tariff pause, the uncertain nature...
14/04/2025 Economy & Markets The uncertain reality of tariffs and the future of gold Trump's tariffs seek to address trade imbalances and revitalize manufacturing, but their impact is uncertain. Gold stands out as a stable investment amid...
14/04/2025 Economy & Markets Emerging Markets beyond the 90-day tariff pause Despite a 90-day tariff pause, the US-China trade war escalates, hitting Asia hardest. Latin America is less affected. Inflation outlooks are uncertain,...
14/04/2025 Diversification in times of uncertain markets Uncertainty on US trade policy and its potential impact on economic activity will keep market volatility high
11/04/2025 Economy & Markets Navigating trade war turbulence Trade wars are disrupting the global economy, potentially causing profit recessions from rising costs and lower demand. Investors should focus on European...
10/04/2025 Retirement Responsible Investment Pension Fund Outlook As progress in responsible investment appears to stall, we explore what’s next and how pension funds are responding
10/04/2025 Retirement Market risks are increasing, but funding ratios remain comfo... Pension funds remain in strong financial position on average, but what has the unstable market environment meant for pension funding ratios?
10/04/2025 Retirement Eurozone Pension Systems: a health check How are public pension systems addressing the demographic challenge? Tracking the reforms and comparing sustainability
10/04/2025 Retirement Pension Funds Letter 23 - Bridging the gaps to pension and c... 2024's elections will shape global markets. This article explores U.S. policy impacts on emerging markets, pension investment trends, and ESG integration.
9/04/2025 What’s Next for Europe and the World Watch the playback! What's next for Europe and the World. Our experts provided an initial assessment of recent trade tariffs and their implications for...
9/04/2025 Podcasts Outerblue Talks Research - Seat belts fastened for the globa... The market roller coaster continues. Listen to the latest podcast on the market reactions to US tariff announcements
7/04/2025 Podcasts Outerblue RI - Driving Action on Social Cohesion through Sha... In the fourth episode of our series on Shareholder Stewardship, Esther Law and Luda Svystunova discuss shareholder engagement for social cohesion, linking...
7/04/2025 Gold at a time of tariffs and trade war President Trump’s announcements of tariffs on ‘Liberation day’ has initiated a sort of a trade war. China has responded with its own tariffs on US goods.
