5/12/2024 Geopolitics What’s next for France The Talks outlines the recent developments in French politics and implications for investors
2/12/2022 Geopolitics Recent developments do not change our expectations for the R... The war in Ukraine will continue to dictate Europe’s prospects in 2023.
30/09/2022 Geopolitics Upheaval in the global FX regime The energy and inflation crises have uncovered cracks in the long-standing global foreign exchange regime. A new approach to currency management is required...
27/04/2022 Geopolitics War and Net Zero offer opportunities across the commodity un... Understanding the role that commodities could play in portfolio diversification under a regime of high and persistent inflation.
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...