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

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

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.

High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.

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.

In this paper we extend our 2024 analysis by focusing on differentiating macroeconomic productivity gains enabled by AI across countries.

"A Step Forward for Europe" analyzes Germany's role in boosting Eurozone growth amid challenges like US tariffs and rising defense spending.

"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.

After months of anticipation, Beijing has revealed how it plans to keep the Chinese economy steady – growing at around 5% – in a challenging and uncertain...