16/04/2026 Economy & Markets Gold: a correction driven by positioning, not fundamentals We investigate the main drivers of the recent gold movements and reassess the outlook for the precious metal.
18/12/2024 Economy & Markets Germany’s path ahead The article outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.
10/12/2024 Podcasts Outerblue Talks Research – Looking for clues ahead of a seco... Join Outerblue Research as we analyze the impact of Donald Trump's second term on trade policies, China's response, and the US economy.
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.
18/11/2024 Economy & Markets Spotting opportunities in a reconfigured world The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.
12/11/2024 Global Outlook 2025 Investment Outlook In 2025, identifying the opportunities created by policy choices and geopolitical shifts will be as important as safeguarding against the risks they entail....
7/11/2024 Economy & Markets Trump Victory: Key implications for investors Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".