4/03/2026 Podcasts Fragmented forces shaping the markets - Global Investment views by Outerblue Convictions The Fragmented Forces Shaping Markets podcast examines tariff uncertainty, AI 2.0 disruptions, monetary policy tensions and diversification themes, offering...
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.
11/02/2026 Economy & Markets What could a Warsh-led Fed mean for markets? Commodity volatility amid the Fed's new chair.
11/02/2026 Economy & Markets Gold, silver, copper, oil: forces shaping the market Commodity volatility amid the Fed's new chair.
19/12/2025 Podcasts Monetary policy resolutions for a new year - Global Investme... 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...
18/12/2025 Portfolio Strategy The Journey of Global Liquidity All assets are influenced by global liquidity. Liquidity flows from central banks, governments, and regulations through the economy down to markets.
15/12/2025 Cross Asset Research Cross Asset Investment Strategy - December 2025 Discover the latest edition of our monthly publication, exploring what's ahead for Germany and Europe into the new year.