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.
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.
15/10/2021 Geopolitics Shifts & Narratives #10 - China is finally emerging from the US’s shadow Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income. In this...
26/05/2021 Geopolitics Shifts & Narratives #4 - In search of a new international order Profound changes in the international arena are underway. Together the EU, China and the United States are the three largest economies in the world. Whereas,...
16/11/2020 Geopolitics Europe, US and China tomorrow: Will it be possible to avoid geopolitical and economic traps? There are many pitfalls looming.
2/05/2019 Geopolitics Who will lead the World Economy? When we talk about leadership, we also talk about rivalry… and 2018 was undoubtedly a particularly emblematic year of rivalry, especially between the...
28/11/2018 Geopolitics Global Trade War: Where Do we Stand Now? What Impacts? A few days before the important meeting between U.S. President Donald Trump and Chinese leader Xi Jinping, it is important to have a clear view on the...