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.
22/01/2024 Geopolitics in an election-heavy year Amid a geopolitical realignment of global and regional economic powers, the current year would see national elections in many large countries.
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.
15/01/2024 Jobs and inflation on market’s radar Amid a large consensus that the rate hike cycle has ended, markets are now trying to assess the timing of the next rate cuts. With inflation numbers,...
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.
8/08/2023 Economy & Markets US credit rating downgrade: investment implications The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.
24/07/2023 Cross Asset Research Cross Asset Investment Strategy - July/August 2023 Find the latest edition of our monthly publication. This month we explore our key takeaways from the 2023 edition of AWIF.