25/11/2025 Podcasts 2026 Investment Outlook - Keep it turning - Global Investment views by Outerblue Convictions In this month's podcast, we take a longer view than usual, as we look at our market convictions and investment views for the next 12 months.
27/10/2025 Economy & Markets Default shockwaves: short‑term pass, medium‑term wake‑up cal... Discover why recent defaults are a short-term shock but a warning for rising credit risks ahead.
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.
17/10/2025 Cross Asset Research Cross Asset Investment Strategy - October 2025 Discover the latest edition of our monthly publication, exploring what's behind gold's record-breaking rally and what it signals for global markets.
17/10/2025 Economy & Markets Gold beyond records This analysis explains why gold is gaining as a structural portfolio diversifier, driven by central-bank purchases, ETF flows, dollar weakness and geopolitical...
7/10/2025 Economy & Markets France after Lecornu: What’s next? Prime Minister Lecornu’s resignation amid opposition from both the left and right has ushered in a new phase of political uncertainty.
15/09/2025 Cross Asset Research Cross Asset Investment Strategy - September 2025 Find the latest edition of our monthly publication, exploring summer market updates and what is in store for this back-to-school season.