3/04/2025 Economy & Markets Liberation Day tariffs: an initial assessment In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.
12/06/2024 Geopolitics EU election results and French politics The Talks outlines the outcome of the EU elections, the French political situation, outlook for Europe and France and investment implications.
6/06/2024 Emerging Markets India's election outcome and its economic implications The Talks outlines the outcome of the Indian elections and its implications on the policy front, as well as investment consequences and opportunities.
16/01/2024 Geopolitics DPP wins Taiwan elections: key take-aways for investors A geopolitical understanding of the Taiwan elections and its impact on markets.
18/12/2023 Economy & Markets ECB on hold supportive for Euro credit markets and govies Understanding the outcome of the latest ECB and BoE meetings, and their impact on markets.
15/12/2023 Economy & Markets Dovish Fed contemplates rate cuts: risks to weaker US growth... Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.
27/10/2023 Economy & Markets A view on Italy and its government debt The Talks discusses about the rating agencies reviews of Italian debt and the prospects for the country's economic growth.