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.
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.
17/03/2025 Economy & Markets The diverse economic impacts of artificial intelligence In this paper we extend our 2024 analysis by focusing on differentiating macroeconomic productivity gains enabled by AI across countries.
14/03/2025 Cross Asset Research Cross Asset Investment Strategy - March 2025 Find the latest edition of our monthly publication, focusing on the evolving European political landscape and Eurozone markets.