20/07/2023 Podcasts Outerblue Talks Research - Geopolitical shifts shaping investments 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.
22/06/2023 Global Outlook Mid-year outlook 2023: key convictions for H2 2023 Markets are at a critical juncture as central banks are hitting the pause button after the fastest hiking cycle since the ‘80s. Quality is the compass...
20/02/2023 Geopolitics A year of war in Ukraine: accelerating the energy transition and fragmentation The war in Ukraine has had a marked impact on the global economy, redrawing national and international priorities. Investors need agility to cope with...
29/07/2022 Economy & Markets Gas rationing impact on European economy The partial shutoff of gas deliveries is already affecting European growth momentum. Discover what could be the economic impact of a total cutoff and...
27/04/2022 Geopolitics War and Net Zero offer opportunities across the commodity universe Understanding the role that commodities could play in portfolio diversification under a regime of high and persistent inflation.