16/04/2026 Equity The energy test for European sectors This article assesses how the energy shock may reshape European sectors, from energy and utilities to transport, banks and chemicals, under a prolonged...
16/04/2026 Economy & Markets Gold: a correction driven by positioning, not fundamentals We investigate the main drivers of the recent gold movements and reassess the outlook for the precious metal.
15/12/2025 Economy & Markets European bonds in 2026 and beyond: strong supply, strong dem... Discover the latest edition of our monthly publication, exploring what's ahead for European bond supply in 2026 and beyond.
15/09/2025 Geopolitics Multipolar world in action Explore the evolving Multipolar World in 2025, highlighting geopolitical hedging, US-China dependencies, and the Great Diversification trend, with key...
12/05/2025 Economy & Markets What to expect for the US Treasury market? Discover the geopolitical factors influencing the US-China trade war, the complexities of decoupling, and our insights on the US Treasury market in our...
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,...
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...