2/03/2026 Economy & Markets Implications of US-Israel strikes on Iran The piece dsicusses the ongoing war in the Middle East, our expectations and related investment implications and macro views.
24/02/2026 Economy & Markets Our convictions remain unchanged despite the return of tarif... Some of the key convictions that we have highlighted in our outlook have been playing out and some trends have accelerated.
11/02/2026 Economy & Markets Takaichi’s landslide: Japan’s fiscal renaissance begins Sanae Takaichi's LDP secured a Lower House supermajority, ushering in a fiscal renaissance supportive for Japan's equity market.
30/01/2026 Economy & Markets India and EU trade deal: a look beyond financial benefits Following nearly two decades of negotiations the EU and India concluded their discussions on a FTA on 27 January 2026.
26/01/2026 Economy & Markets Geopolitics, tariffs and market volatility January’s market lurch: transatlantic tariff threats, a surge in Japanese bond yields, and gold’s record run.
6/01/2026 Geopolitics Implications of the US move on Venezuela US intervention in Venezuela raises new questions for oil markets and global geopolitics.
5/11/2025 Economy & Markets China: Strategic Choices in a Changing Century After months of anticipation, Beijing has revealed how it plans to keep the Chinese economy steady – growing at around 5% – in a challenging and uncertain...