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Geopolitics

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Thematic Paper 26.05.2021 Shifts & Narratives #4 - In search of a new international order

Profound changes in the international arena are underway. Together the EU, China and the United States are the three largest economies in the world. Whereas, pr...

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Monthly Cross Asset 5.05.2021 Geopolitics of the vaccine

Eighteen months after the first Covid-19 cases hit China, the outbreak is still uncontrolled globally and remains the main source of economic uncertainty outsid...

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Investment Talks 8.01.2021 Biden and Democrats take control despite Trump protesters
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The stunning developments on Capitol Hill will not change the significance of the Georgia election, which will have far-reaching implications

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Investment Talks 18.12.2020 Georgia Senate runoffs to determine future of Biden presidency
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While the title sounds dramatic, what happens in Georgia on 5 January is critical to US policy over the next four years.

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Investment Talks 11.12.2020 The US election and Covid-19 vaccines: implications for the economy an...
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The likelihood of a divided US government removes a major potential headwind to the US economy, that is, higher taxes. 

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Discussion Paper 16.11.2020 Europe, US and China tomorrow: Will it be possible to avoid geopolitic...
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There are many pitfalls looming.

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Investment Talks 10.11.2020 2020 post-election analysis: Biden wins, but the United States remains...
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Final result: Former Vice President Joe Biden defeated President Trump to become the 46th President of the United States.

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Investment Talks 4.11.2020 US election: no winner yet, markets moving from a Blue Wave to a possi...
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US election outcome: At the time of writing, the result remains unclear and prudence is needed as the race is close Biden 238 - Trump 213  (270 to win).

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Investment Talks 27.10.2020 Election countdown: A Trump opening after the final Presidential debat...
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President Donald Trump and Former Vice President Joe Biden met in Nashville, Tennessee on Thursday 23 October for the final presidential debate.

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