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...

The market roller coaster continues. Listen to the latest podcast on the market reactions to US tariff announcements

In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...

In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.

"Scenarios, Risks and Macroeconomic Forecasts - March 2025" examines critical economic scenarios and associated risks impacting market dynamics.

In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.

Find the latest edition of our monthly publication, focusing on the evolving European political landscape and Eurozone markets.

The article reports that January's Consumer Price Index (CPI) rose by 0.5%, reaching an annual rate of 3.0%, and discusses core inflation drivers and...

Trump’s tariff announcements have taken centre stage, with markets focusing on their impact on growth and inflation.

Find the latest edition of our monthly publication. The focus is on US and the impact of Trump administration's policies across the markets.

The article analyzes the effects of Trump's second term on the global economy and markets, focusing on tariffs, inflation, and trade relations, particularly...

The recent developments in artificial intelligence brought volatility in the equity market suggesting for more diversification and attention to valuations.

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.