Must read articles

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Monthly Cross Asset 6.03.2023 Macroeconomics, Geopolitics, and Strategy - March 2023
42

Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have risen a lot, and are still rising.

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  • 42
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Thematic Paper 20.02.2023 A year of war in Ukraine: accelerating the energy transition and fragmentation
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The war in Ukraine has had a marked impact on the global economy, redrawing national and international priorities. Investors need agility to cope with increased fragmentation and a faster green transition.

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  • 27
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Monthly Cross Asset 2.12.2022 Recent developments do not change our expectations for the Russia-Ukraine war

The war in Ukraine will continue to dictate Europe’s prospects in 2023.

More 5 to 10 minutes
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Investment Talks 21.11.2022 UK Fiscal Budget: main political, social and market implications

Understanding the latest UK budget and its main political, social and market implications

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Investment Talks 10.11.2022 US mid-term election: no red tide

Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout

More > 10 minutes

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