7/11/2025 Podcasts Deciphering conflicting signals - Global Investment views by Outerblue Convictions In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...
27/10/2025 Tariff fallout milder than feared, for now The impact of US tariffs on inflation is limited for now but political pressure on US institutions is growing.
13/10/2025 Japanese markets await clarity on leadership Japanese equities hit record levels, but the situation is still uncertain given political disagreements.
30/07/2025 Investment Insights Japan Green Transformation: a bold ambition to speed-up the ... Japan's Green Transformation strategy aligns climate, energy, and industrial policies to boost clean energy and decarbonization efforts. Essential insights.
28/07/2025 US dollar slide pauses amid US-Japan deal The dollar declined so far this year due to expectations of rate cuts by the Fed and concerns over deteriorating government finances
3/03/2025 Bond markets in focus amid growth concerns With tariff uncertainty affecting market expectations and consumer confidence, bonds are back as a key diversification engine for global investors.
24/02/2025 The European appeal Outperformance in European equities has been mainly driven by banks, the industrial, and technology sectors.