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.
23/07/2025 Economy & Markets Summer Twists: Tax Cuts, Tariffs, and Treasuries The OBBBA fiscal plan impacts US debt, social programs, and economic growth. This article provides a detailed analysis of its short and medium-term economic...
23/07/2025 Cross Asset Research Cross Asset Investment Strategy - July-August 2025 Find the latest edition of our monthly publication, focusing on the OBBBA, tariff negotiations, and the future of fixed income
16/07/2025 Portfolio Strategy A brief history of US protectionism and global trade Understanding the historical dynamics of trade and protectionism provides insight into today's increasingly multipolar world.
2/07/2025 Podcasts Global Investment Views - Mid-year Outlook 2025 - Riding out... In this podcast, Monica Defend discusses the 2025 economic outlook: growth, monetary policy, geopolitical impacts, US dollar trends, and investment strategies...
17/06/2025 Global Outlook Mid-year Investment Outlook 2025 This paper highlights our investment themes, key convictions, and asset class views for the remainder of 2025.
17/06/2025 Geopolitics The Great Diversification is underway Geopolitics is changing the macro and market environment, as 'The Great Diversification' plays out.