5/12/2024 Geopolitics What’s next for France The Talks outlines the recent developments in French politics and implications for investors
30/09/2024 Geopolitics China policy: short-term lift or long-term change? China's Politburo announced a series of policy easing measures aimed at stabilising the economy and reviving sentiment which rallied Chinese equities
6/08/2024 Geopolitics US economy worries pummel markets Global stock markets have reversed, with Japan's benchmark Topix index on Aug. 5 suffering its biggest one-day drop in more than three decades.
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...
20/02/2023 Geopolitics A year of war in Ukraine: accelerating the energy transition... The war in Ukraine has had a marked impact on the global economy, redrawing national and international priorities. Investors need agility to cope with...
5/04/2022 Geopolitics US economy and markets look resilient regarding the Russia-U... Update on Ukranian crisis focusing on US economy and investment implications
25/03/2022 Geopolitics A more fragmented Emerging Markets world amid the Russia-Ukr... The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and...