28/04/2025 Real & Alternative Assets Private Assets likely to stay resilient during market turmoi... Understanding how Private Assets likely behaved during the recent market selloff.
14/04/2025 Diversification in times of uncertain markets Uncertainty on US trade policy and its potential impact on economic activity will keep market volatility high
14/04/2025 Economy & Markets The uncertain reality of tariffs and the future of gold Trump's tariffs seek to address trade imbalances and revitalize manufacturing, but their impact is uncertain. Gold stands out as a stable investment amid...
14/04/2025 Economy & Markets Emerging Markets beyond the 90-day tariff pause Despite a 90-day tariff pause, the US-China trade war escalates, hitting Asia hardest. Latin America is less affected. Inflation outlooks are uncertain,...
11/04/2025 Economy & Markets Navigating trade war turbulence Trade wars are disrupting the global economy, potentially causing profit recessions from rising costs and lower demand. Investors should focus on European...
14/04/2025 Cross Asset Research Cross Asset Investment Strategy - April 2025 Our April edition outlines seven insights for navigating trade war turbulence, concentrating on emerging markets post-tariff pause, the uncertain nature...
9/04/2025 Podcasts Outerblue Talks Research - Seat belts fastened for the globa... The market roller coaster continues. Listen to the latest podcast on the market reactions to US tariff announcements
7/04/2025 Podcasts Outerblue RI - Driving Action on Social Cohesion through Sha... In the fourth episode of our series on Shareholder Stewardship, Esther Law and Luda Svystunova discuss shareholder engagement for social cohesion, linking...
7/04/2025 Gold at a time of tariffs and trade war President Trump’s announcements of tariffs on ‘Liberation day’ has initiated a sort of a trade war. China has responded with its own tariffs on US goods.
3/04/2025 Economy & Markets Liberation Day tariffs: an initial assessment In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.