"A Step Forward for Europe" analyzes Germany's role in boosting Eurozone growth amid challenges like US tariffs and rising defense spending.

Outperformance in European equities has been mainly driven by banks, the industrial, and technology sectors.

This article reviews the geopolitical risks and expectations for 2025, including U.S.-China relations and hybrid warfare.

The Talks outlines the investment and geopolitical implications of the recent terrorist attacks on Israel

Geopolitics has become an ever increasing concern for financial markets over the past few years. Fractures and shifts in alliances are transforming the...

Evolving US-China relations and the war in Ukraine are reshaping the geopolitical landscape. Investors require a better sense of how to prepare.

The war in Ukraine has had a marked impact on the global economy, redrawing national and international priorities. Investors need agility to cope with...

The war in Ukraine will continue to dictate Europe’s prospects in 2023.

Explore asset class returns forecasts for Q2 2022, focusing on the effects of inflation and Central Banks' policies on market dynamics, providing insights...

In this piece we address the impact of de-globalization on investors, and in particular the road back to the benefits of international diversification.

Update on Ukranian crisis focusing on US economy and investment implications

By calling the war in Ukraine a «tectonic shift in European history», European leaders are giving an indication of the regime changes this war could lead...

Understanding how artificial intelligence could help analyse the current state of the international situation in order to provide some projections on...

The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and...

We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe...