Our April edition outlines seven insights for navigating trade war turbulence, concentrating on emerging markets post-tariff pause, the uncertain nature...

Trump's tariffs seek to address trade imbalances and revitalize manufacturing, but their impact is uncertain. Gold stands out as a stable investment amid...

Trade wars are disrupting the global economy, potentially causing profit recessions from rising costs and lower demand. Investors should focus on European...

Recent weakness in US markets may boost foreign investors’ appetite for China and other emerging markets such as India.

Markets have the signpost that Chinese policymakers would like to conduct broad easing.

The article examines the impact of the 2024 elections on global markets and the search for returns in private and Asian emerging markets, highlighting...

Pension investors are adjusting to new economic challenges, exploring opportunities in private markets and Asian assets from the 2024 Amundi–CREATE survey.

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

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...

Emerging markets are likely to drive global growth in the long term, led by favorable demographics and demand.

Chinese markets rose sharply on the back of optimism around stimulus measures announced by the PBoC.

Explore Outerblue Convictions to gain insights into global investment views and trends steering markets, guiding you towards smarter financial decisions.

Rotation in equities sees new opportunities beyond large cap tech. Explore promising sectors with reasonable valuations and sustainable growth.

Central banks' diverging actions are on display as the Fed holds rates steady, the BoE cuts rates on easing inflation, and the BoJ raises rates to tackle...

Indian markets have delivered strong gains this year on expectations of strong economic growth and demand.