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.
20/01/2025 Cross Asset Research Cross Asset Investment Strategy - January 2025 Find the latest edition of our monthly publication. The focus is on China's economy as we enter the year of the snake.
20/01/2025 Geopolitics Tail risks to watch This article reviews the geopolitical risks and expectations for 2025, including U.S.-China relations and hybrid warfare.
20/01/2025 Emerging Markets Focus on China This report analyzes China's economic outlook for 2025, focusing on the effects of monetary easing and fiscal policies amid structural challenges and...
18/12/2024 Cross Asset Research Cross Asset Investment Strategy - December 2024 Find the latest edition of our monthly publication. The focus is on Germany's economy and the upcoming elections.
18/12/2024 Economy & Markets Germany’s path ahead The article outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.
10/12/2024 Podcasts Outerblue Talks Research – Looking for clues ahead of a seco... Join Outerblue Research as we analyze the impact of Donald Trump's second term on trade policies, China's response, and the US economy.