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

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

This article reviews the geopolitical risks and expectations for 2025, including U.S.-China relations and hybrid warfare.

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

The article outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.

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

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,...

The first, and potentially only, election debate between the two U.S. presidential candidates, Kamala Harris and Donald Trump, was light on policy details...

Protectionism, sanctions, tariffs, export controls and trade wars will intensify. Investors must assess these evolving risks.

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections.

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

Explore the regional impact of Red Sea traffic suspensions on global economy and finance. Stay updated on latest trends and analyses for informed decisions.

Amid a geopolitical realignment of global and regional economic powers, the current year would see national elections in many large countries.

A geopolitical understanding of the Taiwan elections and its impact on markets.