6/01/2026 Geopolitics Implications of the US move on Venezuela US intervention in Venezuela raises new questions for oil markets and global geopolitics.
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.
26/04/2022 Economy & Markets Macron's re-election is positive for French assets Understanding the outcome, policy and investment implications of the second-round of French presidential elections.
20/04/2022 Economy & Markets The inflation psychology is kicking in Understanding the dynamics of inflation and how the psychology of inflation can make it more permanent than expected
15/04/2022 Economy & Markets ECB strikes a somewhat dovish tone, despite inflation remain... We expect QE to end in Q3, as announced, followed by rate normalisation, which is likely to lift rates out of negative territory over the next few months,...
12/04/2022 Economy & Markets French election: markets complacent for Macron victory, but ... Update on the first round of the 2022 French Presidential elections
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
