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.
6/04/2022 Geopolitics Shifts & Narratives #16 - Investing in a fragmented world In this piece we address the impact of de-globalization on investors, and in particular the road back to the benefits of international diversification.
5/04/2022 Geopolitics US economy and markets look resilient regarding the Russia-U... Update on Ukranian crisis focusing on US economy and investment implications
5/04/2022 Geopolitics Ukraine: where do we stand? By calling the war in Ukraine a «tectonic shift in European history», European leaders are giving an indication of the regime changes this war could lead...
1/04/2022 Geopolitics When artificial intelligence meets economy: an analysis of t... Understanding how artificial intelligence could help analyse the current state of the international situation in order to provide some projections on...
25/03/2022 Geopolitics A more fragmented Emerging Markets world amid the Russia-Ukr... The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and...
11/03/2022 Geopolitics Russia-Ukraine: a lot of bad news already priced in, but th... We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe...