28/04/2026 Podcasts Geopolitical friction and the new market reality - Investment Views by Outerblue Convictions Markets stay resilient, but geopolitical risks, sticky inflation and higher-for-longer rates are raising uncertainty. The key message: stay selective,...
25/03/2026 Podcasts Iran: A temporary shock or a persistent shift? - Global Inve... The war in Iran has shaken markets and is threatening the stability of the global economy.
4/03/2026 Podcasts Fragmented forces shaping the markets - Global Investment vi... The Fragmented Forces Shaping Markets podcast examines tariff uncertainty, AI 2.0 disruptions, monetary policy tensions and diversification themes, offering...
3/02/2026 Podcasts Tracking the trends in a time of rupture - Global Investment... In this month's edition, discover our insights on Davos and what the rupture in international order means for policy, markets and the monetary outlook....
19/12/2025 Podcasts Monetary policy resolutions for a new year - Global Investme... In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...
25/11/2025 Podcasts 2026 Investment Outlook - Keep it turning - Global Investmen... In this month's podcast, we take a longer view than usual, as we look at our market convictions and investment views for the next 12 months.
7/11/2025 Podcasts Deciphering conflicting signals - Global Investment views by... In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...