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.
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.
28/01/2022 Economy & Markets 25-26 January FOMC review : giving the all clear for March h... Overall, the statement was largely consistent with investor and market expectations.
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...