In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.

After months of anticipation, Beijing has revealed how it plans to keep the Chinese economy steady – growing at around 5% – in a challenging and uncertain...

Germany's CDU/CSU have won the elections and will now form a coalition government. Challenges include how to kickstart growth and adapt fiscal policy.

This paper examines the fallout of South Korea's political turmoil

The Talks outlines the recent developments in French politics and implications for investors

Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.

Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".

China's Politburo announced a series of policy easing measures aimed at stabilising the economy and reviving sentiment which rallied Chinese equities

The first, and potentially only, election debate between the two U.S. presidential candidates, Kamala Harris and Donald Trump, was light on policy details...

Global stock markets have reversed, with Japan's benchmark Topix index on Aug. 5 suffering its biggest one-day drop in more than three decades.

The Talks outlines the decision of President Biden to exit the 2024 presidential race, endorsing Kamala Harris as the Democratic nominee. Significant...

Britain’s Labour Party returned to power for the first time in 14 years after winning a large majority in parliamentary elections.

The Talks outlines the outcome of the EU elections, the French political situation, outlook for Europe and France and investment implications.

The Talks outlines the outcome of the Indian elections and its implications on the policy front, as well as investment consequences and opportunities.

A geopolitical understanding of the Taiwan elections and its impact on markets.