19/11/2024 Geopolitics Transitioning to a riskier, messier and diversifying world Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.
18/11/2024 Economy & Markets Spotting opportunities in a reconfigured world The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.
12/11/2024 Global Outlook 2025 Investment Outlook In 2025, identifying the opportunities created by policy choices and geopolitical shifts will be as important as safeguarding against the risks they entail....
7/11/2024 Economy & Markets Trump Victory: Key implications for investors 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".
22/10/2024 Emerging Markets Emerging Markets charts and views: Gearing up ahead of US el... The global macroeconomic outlook is favourable for Emerging Markets assets, as global growth remains resilient and inflation nears target ranges.
11/10/2024 Cross Asset Research Cross Asset Investment Strategy - October 2024 Find the latest edition of our monthly publication. The focus is on Draghi's report on EU competitiveness.
10/10/2024 Economy & Markets Draghi’s report: a call to action for Europe’s competitivene... Mario Draghi’s report on Europe’s declining competitiveness poses a significant challenge for policymakers. While it has broad support, implementation...