15/01/2026 Geopolitics Geopolitics: power as policy In 2026, power politics is raising risks for investors as critical resources and military might increasingly shape policy.
15/12/2025 Economy & Markets Germany: from crisis comes opportunity Despite prolonged stagnation and sectoral weakness, a large fiscal package and potential reforms may spur growth from 2026; we assess fiscal execution...
17/10/2025 Economy & Markets Gold beyond records This analysis explains why gold is gaining as a structural portfolio diversifier, driven by central-bank purchases, ETF flows, dollar weakness and geopolitical...
15/09/2025 Economy & Markets Back to school: from summer clarity to autumn’s changing win... Explore the impact of tariffs on global growth, earnings clarity, and market shifts in 2025. Insights on US, Eurozone, and Emerging Markets growth dynamics.
23/07/2025 Economy & Markets Summer Twists: Tax Cuts, Tariffs, and Treasuries The OBBBA fiscal plan impacts US debt, social programs, and economic growth. This article provides a detailed analysis of its short and medium-term economic...
9/05/2025 Economy & Markets US and China: balancing the decoupling Discover how Beijing's trade war strategy has shifted from restraint to decisive retaliation. Eroding trust from U.S. 'strategic decoupling' leads to...
11/04/2025 Economy & Markets Navigating trade war turbulence Trade wars are disrupting the global economy, potentially causing profit recessions from rising costs and lower demand. Investors should focus on European...