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,...
27/04/2026 US equities hit new highs The S&P 500 hit an all-time high this week, with the longest-ever advance in semiconductors.
16/04/2026 Cross Asset Research Cross Asset Investment Strategy - April 2026 What the energy shock means for European equity sectors, Asian economies and what has been driving gold movements.
16/04/2026 Economy & Markets Asia and the energy shock This analysis of Asia and the energy shock shows how spikes in oil and gas prices are affecting inflation, fiscal balances, and vulnerable sectors across...
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.
13/03/2026 Economy & Markets Mapping the fallout: Iran, oil, and global markets What the Iran conflict means for oil, inflation, and global markets: from macro risks to investment implications.
13/03/2026 Cross Asset Research Cross Asset Investment Strategy - March 2026 This March special edition examines the Iran conflict's fallout - oil shock scenarios, macro and regional risks, and practical cross-asset investment...