25/03/2026 Podcasts Iran: A temporary shock or a persistent shift? - Global Investment views by Outerblue Convictions The war in Iran has shaken markets and is threatening the stability of the global economy.
11/02/2026 Economy & Markets What could a Warsh-led Fed mean for markets? Commodity volatility amid the Fed's new chair.
2/02/2026 All eyes on the dollar The dollar’s dominance is contested with institutions diversifying reserves while the private sector's reliance on the dollar still endures.
6/01/2026 Geopolitics Implications of the US move on Venezuela US intervention in Venezuela raises new questions for oil markets and global geopolitics.
17/10/2025 Cross Asset Research Cross Asset Investment Strategy - October 2025 Discover the latest edition of our monthly publication, exploring what's behind gold's record-breaking rally and what it signals for global markets.
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...
29/09/2025 Gold is on track for a strong year Monetary easing, fears about global investors’ moving away from the dollar and the Fed’s independence are underpinning gold demand, in our view.