17/04/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2024 Discover how the Bank of Japan's shift to traditional monetary strategies is reshaping investment landscapes. Essential insights for investors.
12/03/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - March 2024 Stay informed on finance with our expert analysis. Explore macroeconomic trends, Eurozone PMIs, emerging markets, central bank updates & geopolitical...
13/02/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - February 2024 Navigate finance's turbulent waters with insights on regional inflation shocks, China's lowflation era, and geopolitical impacts.
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.
16/01/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - January 2024 Navigate 2024's economic landscape with insights on disinflation trends, central bank policies, and emerging market dynamics. Explore potential risks,...
15/12/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - December 2023 Explore our monthly publication for insights on global economic trends. Anticipate a shift from 3.1% growth in 2023 to a 2.4% pace in 2024, diverging...
23/11/2023 Global Outlook Hot Debates for 2024 The Hot Debates section sheds light on current global topics.
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
10/10/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - October 2023 Inflation has been on a declining path in advanced countries, albeit with some stickiness in services inflation
15/09/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2023 End in sight: Bank of Japan to complete policy normalisation
8/08/2023 Economy & Markets US credit rating downgrade: investment implications The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.
24/07/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - July/August 2023 UK monetary policy to avert risk of a wage-price spiral
20/07/2023 Podcasts Outerblue Talks Research - Geopolitical shifts shaping inves... Geopolitics has become an ever increasing concern for financial markets over the past few years. Fractures and shifts in alliances are transforming the...
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.
22/06/2023 Global Outlook Mid-year outlook 2023: global themes Central banks face a dilemma. Substantial monetary tightening has reduced headline inflation, but core measures are proving sticky, both in Europe and...