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...
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.
24/10/2025 Emerging Markets Resilient Emerging Markets in the Great Diversification Emerging Markets outlook: opportunities and risks for investing in EM assets, and the case for broader diversification of global portfolios.
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...
29/09/2025 Economy & Markets Stablecoin: extending the reach of money into the digital er... Explore how regulation, institutional adoption, and innovations are reshaping the cryptocurrency landscape, highlighting both opportunities and risks.
23/09/2025 Economy & Markets Cryptocurrencies break into the mainstream Explore how regulation, institutional adoption, and innovations are reshaping the cryptocurrency landscape, highlighting both opportunities and risks.