25/03/2026 Podcasts Iran: A temporary shock or a persistent shift? - Global Investment views by Outerblue Convictions The war in Iran has shaken markets and is threatening the stability of the global economy.
13/03/2026 Economy & Markets Mapping the fallout: Iran, oil, and global markets What the Iran conflict means for oil, inflation, and global markets: from macro risks to investment implications.
13/03/2026 Cross Asset Research Cross Asset Investment Strategy - March 2026 This March special edition examines the Iran conflict's fallout - oil shock scenarios, macro and regional risks, and practical cross-asset investment...
4/03/2026 Podcasts Fragmented forces shaping the markets - Global Investment vi... 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.