Return expectations for Financials, Healthcare, and Industrials should benefit from AI, climate transition, and deregulation shaping sector dynamics.

A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.

Find the latest edition of our monthly publication, focusing on the evolving European political landscape and Eurozone markets.

"Scenarios, Risks and Macroeconomic Forecasts - March 2025" examines critical economic scenarios and associated risks impacting market dynamics.

Find the latest edition of our monthly publication. The focus is on US and the impact of Trump administration's policies across the markets.

This article analyzes macroeconomic forecasts and risks affecting global markets, offering insights into potential scenarios and investment strategies...

Find the latest edition of our monthly publication. The focus is on China's economy as we enter the year of the snake.

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

This report analyzes China's economic outlook for 2025, focusing on the effects of monetary easing and fiscal policies amid structural challenges and...

Find the latest edition of our monthly publication. The focus is on Germany's economy and the upcoming elections.

The article outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.

Join Outerblue Research as we analyze the impact of Donald Trump's second term on trade policies, China's response, and the US economy.

Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.

The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.

In 2025, identifying the opportunities created by policy choices and geopolitical shifts will be as important as safeguarding against the risks they entail....