15/09/2025 Economy & Markets Back to school: from summer clarity to autumn’s changing win... Explore the impact of tariffs on global growth, earnings clarity, and market shifts in 2025. Insights on US, Eurozone, and Emerging Markets growth dynamics.
12/03/2025 Podcasts Outerblue Talks Research - US fixed income - Early pain, lat... The podcast discusses the impact of recent US economic policies on the bond market, highlighting current challenges and potential future gains for investors.
11/03/2025 Economy & Markets Tariffs and European news fuel volatility In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.
14/11/2023 Economy & Markets Central banks’ unwinding will put more public debt in market... Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.
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.
26/05/2023 Economy & Markets Seven questions for investors on the US debt ceiling The Talks elaborates on the uncertainty around the US Debt Ceiling negotations and how it could evolve.