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.
24/02/2022 Geopolitics Russia attacks Ukraine: Markets will have to readjust to the... Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under...
23/02/2022 ESG Thema ESG Thema #8 - Financing the energy transition in Asia Climate change commitments have stepped up recently but have yet to fully answer the call.
23/02/2022 Geopolitics Russia-Ukraine escalation adds to the case for additional pr... Understanding the economic and investment fallout of the Russia-Ukraine conflict.
10/06/2021 Investment Insights Stakeholders in the Just Transition - N°2 Consumers The aim of a "just transition," enshrined in the 2015 Paris Agreement, is to ensure the shift to low‑carbon economies is fair to all stakeholders—workers,...
19/05/2020 Emerging Markets Emerging Markets Charts & Views - Market dislocation creatin... Two major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant...
4/11/2019 Fixed Income & FX High Yield: deep diving needed due to a more uncertain outlo... Global growth has been slowing since 2018, due to a combination of factors, including trade wars - with consequently slower global trade - past US Fed...
