25/06/2025 Geopolitics The evolving Israel-Iran conflict US strikes on Iran triggered missile retaliation and a fragile ceasefire. Markets reacted cautiously with oil settling near $68, while geopolitical tensions...
23/06/2025 Geopolitics US enters Israel-Iran conflict This update explores the potential implications of the Israel-Iran conflict and highlights the main takeaways for investors following the recent US strikes...
17/06/2025 Global Outlook Mid-year Investment Outlook 2025 This paper highlights our investment themes, key convictions, and asset class views for the remainder of 2025.
17/06/2025 Geopolitics The Great Diversification is underway Geopolitics is changing the macro and market environment, as 'The Great Diversification' plays out.
16/06/2025 Geopolitics Our take on Israel’s attack on Iran In this Investment Talks we explore the potential implications and the main take-aways for investors after the Israel's strikes on Iran.
12/05/2025 Cross Asset Research Cross Asset Investment Strategy - May 2025 Our May edition outlines the geopolitical scenarios for the US-China trade war, the complexities of decoupling, and our outlook on the US Treasury market.
12/05/2025 Economy & Markets What to expect for the US Treasury market? Discover the geopolitical factors influencing the US-China trade war, the complexities of decoupling, and our insights on the US Treasury market in our...