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.

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

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

Find the latest edition of our monthly publication. The focus is on China's economy as we enter the year of the snake.

Find the latest edition of our monthly publication. The focus is on Germany's economy and the upcoming elections.

Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.

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

Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".

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

As NATO leaders convene, Geopolitics in focus for investors with US elections heating up. Understand the implications of global strategies and political...

Discover the H2 24 outlook from Outerblue Convictions, as Swaha Pattanaik and Monica Defend discuss confidence, market impacts, and investment strategies...

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

Discover the latest insights on gold prices and the factors driving its surge this year. Learn about the impact of Fed rate cuts, geopolitical risks,...

Prepare for market volatility as a Trump-Biden rematch looms in November. Explore global opportunities amidst divergent geopolitical views. Stay vigilant...