16/05/2022 Capital Market Assumptions Asset Class Return Forecasts - Q2 2022 The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions...
6/04/2022 Geopolitics Shifts & Narratives #16 - Investing in a fragmented world One key aspect of the regime shift is the fall of globalization trend. In the piece we address the impact of de-globalization on investors, and in particular...
5/04/2022 Geopolitics US economy and markets look resilient regarding the Russia-Ukraine crisis Update on Ukranian crisis focusing on US economy and investment implications
5/04/2022 Geopolitics Ukraine: where do we stand? 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...
1/04/2022 Geopolitics When artificial intelligence meets economy: an analysis of the Ukraine war Understanding how artificial intelligence could help analyse the current state of the international situation in order to provide some projections on...