4/03/2026 Podcasts Fragmented forces shaping the markets - Global Investment views by Outerblue Convictions The Fragmented Forces Shaping Markets podcast examines tariff uncertainty, AI 2.0 disruptions, monetary policy tensions and diversification themes, offering...
23/02/2026 Europe Aiming for Strategic Autonomy The Munich Security Conference emphasized that strategic autonomy is central to European security.
16/02/2026 Asia and EM equities lead Most equity indexes in Asia rose more YTD than both the US and Europe, except for China. Within EM, Latin America also saw strong gains.
11/02/2026 Cross Asset Research Cross Asset Investment Strategy - February 2026 Gold, silver and copper repriced in January as markets weigh Fed chair nominee Kevin Warsh, but industrial metals remain supported by the AI buildout.
11/02/2026 Economy & Markets What could a Warsh-led Fed mean for markets? Commodity volatility amid the Fed's new chair.
11/02/2026 Economy & Markets Gold, silver, copper, oil: forces shaping the market Commodity volatility amid the Fed's new chair.
9/02/2026 Market demands answers US software stocks declined about 20% YTD as on 4 Feb, due to concerns that advancement in AI would impact businesses of some companies.