20/01/2025 Geopolitics Tail risks to watch This article reviews the geopolitical risks and expectations for 2025, including U.S.-China relations and hybrid warfare.
19/11/2024 Geopolitics Transitioning to a riskier, messier and diversifying world Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.
12/09/2024 Geopolitics US election debate generates more political than policy buzz The first, and potentially only, election debate between the two U.S. presidential candidates, Kamala Harris and Donald Trump, was light on policy details...
23/07/2024 Geopolitics Biden’s exit from the presidential race opens a phase of unc... The Talks outlines the decision of President Biden to exit the 2024 presidential race, endorsing Kamala Harris as the Democratic nominee. Significant...
11/07/2024 Geopolitics A new window of vulnerability opens in the second half of th... Protectionism, sanctions, tariffs, export controls and trade wars will intensify. Investors must assess these evolving risks.
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... Explore the shifting narratives surrounding China's emergence from the U.S. shadow, analyzing key factors influencing China's global presence and the...
26/05/2021 Geopolitics Shifts & Narratives #4 - In search of a new international or... 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 ... 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...
