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.
2/03/2022 Geopolitics Shifts & Narratives #14 - Russia conflict marks a further st... Understanding the long-term implications of the Russian-Ukraine conflict in the regime shift in course.
24/02/2022 Geopolitics Russia attacks Ukraine: Markets will have to readjust to the... Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under...
23/02/2022 Geopolitics Russia-Ukraine escalation adds to the case for additional pr... Understanding the economic and investment fallout of the Russia-Ukraine conflict.
1/02/2022 Geopolitics Russia-Ukraine tensions: geopolitical risk adds volatility t... Understanding recent tensions between Russia and Ukraine, as well as the implications on the economy and potential geopolitical and investment consequences.
13/01/2022 Geopolitics Kazakhstan: low impact for asset prices, but a wakeup call f... Understanding recent turmoil in Kazakhstan and its evolution, as well as the implications on its economy and potential geopolitical consequences in the...
15/10/2021 Geopolitics Shifts & Narratives #10 - China is finally emerging from the... Explore the shifting narratives surrounding China's emergence from the U.S. shadow, analyzing key factors influencing China's global presence and the...