11/02/2026 Economy & Markets Takaichi’s landslide: Japan’s fiscal renaissance begins Sanae Takaichi's LDP secured a Lower House supermajority, ushering in a fiscal renaissance supportive for Japan's equity market.
15/01/2026 Cross Asset Research Cross Asset Investment Strategy - January 2026 In 2026, power politics is raising risks for investors as critical resources and military might increasingly shape policy.
15/01/2026 Geopolitics Geopolitics: power as policy In 2026, power politics is raising risks for investors as critical resources and military might increasingly shape policy.
27/02/2025 German Election Results: Shaping Europe's Future? Watch the playback of the Tuesday, 25th February 2025 webinar
24/02/2025 Economy & Markets Forming coalition will be easiest of next German Chancellor’... Germany's CDU/CSU have won the elections and will now form a coalition government. Challenges include how to kickstart growth and adapt fiscal policy.
2/12/2024 Podcasts Outerblue Convictions – Global Investment Views – Analysing ... In the past few weeks, economists have been busy writing their predications for what might lie ahead of us in the next 12 months.
19/11/2024 Geopolitics Transitioning to a riskier, messier and diversifying world Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.