13/09/2023 Podcasts Outerblue Convictions – Global Investment Views: Divergences persist as we head into autumn
8/09/2023 Investment Views Global Investment Views - September 2023 Our latest global investment views looks into what investors can expect as we head into the final months of 2023, including GDP growth divergences, central...
10/08/2023 Podcasts Outerblue Talks Research – Parallels with the 70s. The long and winding road continues
31/07/2023 Emerging Markets Emerging market resilience paves the way for new opportunities Economic resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year.
28/07/2023 Economy & Markets Fed moving to a pause with a very data-dependent approach The Talks elaborates on the banking stress in US and the FOMC May meeting.
25/07/2023 Podcasts Outerblue Convictions – Global Investment Views: Receding inflation doesn’t mean the battle is won
24/07/2023 Investment Views Global Investment Views - August 2023 Receding inflation doesn’t mean the battle is won yet