7/10/2026 Economy & Markets Markets weigh rising yields and AI exuberance Understand what is driving the recent rise in bond volatility and what higher yields could mean for investors across fixed income and equities.
9/04/2025 Podcasts Outerblue Talks Research - Seat belts fastened for the globa... The market roller coaster continues. Listen to the latest podcast on the market reactions to US tariff announcements
3/04/2025 Podcasts Europe rallies behind historic German spending bill - Global... 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...
3/04/2025 Economy & Markets Liberation Day tariffs: an initial assessment In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.
31/03/2025 Economy & Markets The direction of long term rates in an era of high debt High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.
31/03/2025 Capital Market Assumptions The global economy's path in a fragmented world A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.
31/03/2025 Economy & Markets Demographics will shape future growth potential Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.