13/04/2026 Shifting war realities affect markets An uncertain and volatile environment around US-Iran negotiations is affecting oil prices. Any sign of subsiding war risks would obviously be positive...
17/06/2025 Emerging Markets India and EM are winners of the rerouting shift A weakening dollar and declining trust in US policy enhance the attractiveness of EM through repatriation and diversification flows.
19/05/2025 Economy & Markets China in the race for technological leadership In this paper we explore the evolution of China's technological progress and its likely path ahead.
19/05/2025 US-China truce reduces tariffs for now US-China truce reduces tariffs for now. The trade deal -- even if temporary -- should support economic growth in both countries.
12/05/2025 Cross Asset Research Cross Asset Investment Strategy - May 2025 Our May edition outlines the geopolitical scenarios for the US-China trade war, the complexities of decoupling, and our outlook on the US Treasury market.
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...
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...