4/05/2026 Policy on pause The energy shock is large enough to change the policy backdrop, but it is not yet clear enough to justify an immediate response in the form of a rate...
24/04/2026 Investment Views Global Investment Views - May 2026 This edition of the GIV elaborates on how our assessment and the market's interpretation of the middle east crisis is changing.
20/04/2026 IMF outlook points to resilience and fragilities The latest IMF projections highlight that resilience to economic and geopolitical shocks has become a key variable for economic growth.
16/03/2026 Markets on a roller coaster The crisis will likely accelerate Europe’s shift to strategic autonomy and greener energy to reduce geopolitical risk.
9/03/2026 Oil and gas back in the spotlight The Iran crisis pushed oil and gas prices higher, raising concerns about higher inflation and weaker growth—especially in regions that rely on energy...
6/01/2026 Geopolitics Implications of the US move on Venezuela US intervention in Venezuela raises new questions for oil markets and global geopolitics.
27/08/2025 Sustainable Finance Natural Capital and Economic Growth This paper examines the complex relationship between natural capital and long-term economic growth.