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...

Despite a 90-day tariff pause, the US-China trade war escalates, hitting Asia hardest. Latin America is less affected. Inflation outlooks are uncertain,...

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

A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.

Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.

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

The global macroeconomic outlook is favourable for Emerging Markets assets, as global growth remains resilient and inflation nears target ranges.

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

Explore the Mid-Year Outlook 2024: Confidence is key as restrictive monetary policies and fading fiscal expansion curb growth. Learn about new rate cuts,...

The current landscape presents an opportune moment to reconsider the role of Emerging Markets Debt in portfolio allocation, with high nominal yields and...

Indian stocks seem on track to outperform the US, EM and world equity indexes in H2. In the first week of December, the country’s market capitalisation...

Find the latest edition of our monthly publication. The focus is on the Eurozone and its economy under scrutiny, as the policy support fades.

Macroeconomic forecasts

End in sight: Bank of Japan to complete policy normalisation