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.
17/03/2022 Economy & Markets 15-16 March FOMC review: we have full throttle lift off Understanding the outcome of the March FOMC meeting and its market implications
11/03/2022 Geopolitics Russia-Ukraine: a lot of bad news already priced in, but th... We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe...
7/03/2022 Geopolitics Russia-Ukraine: an uncertain outcome calls for higher focus ... There are multiple scenarios for the continuation of the crisis. What is certain is that volatility will persist and real interest rates will remain in...
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.
11/02/2022 Equity European equity market: the great value rotation and the div... Discover drivers and opportunties in the great rotation towards value stocks in Europe and the appeal of dividend stocks for income purpose.