23/06/2025 Geopolitics fuels a surge in oil Oil prices have risen on concerns over supply disruptions following the conflict, with some ripple effects in equities.
5/05/2025 Trump’s first 100 days The eventful first 100 days in office of Donald Trump put into question the dominant role of US assets, thus pushing global investors to look to other...
28/04/2025 Trade war is clouding global growth Trade war is clouding global growth. The recent IMF downgrade highlights how policy ambiguity could hurt global trade and economic activity.
14/04/2025 Diversification in times of uncertain markets Uncertainty on US trade policy and its potential impact on economic activity will keep market volatility high
14/03/2025 Economy & Markets A step forward for Europe "A Step Forward for Europe" analyzes Germany's role in boosting Eurozone growth amid challenges like US tariffs and rising defense spending.
3/01/2025 Retirement The Patchwork of Eurozone Pension Systems and Budget Constra... Tightening budget constraints, high debt levels, and ageing populations are exacerbating the need to build supplementary and funded pension plans.
18/12/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - December 2024 The article reviews the ECB's rate cuts as inflation drops to 2.2%, forecasting a terminal rate of 1.75% by 2025.