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.
20/07/2023 Podcasts Outerblue Talks Research - Geopolitical shifts shaping inves... Geopolitics has become an ever increasing concern for financial markets over the past few years. Fractures and shifts in alliances are transforming the...
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.
5/08/2019 Emerging Markets Emerging Markets Charts & Views - Finding a balance between ... The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment...
5/03/2019 Emerging Markets Emerging Markets Charts & Views - Seek opportunities, but be... Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to...