19/11/2025 Geopolitics ’Controlled Disorder’ with room for accidents In 2026, elevated geopolitical risk, shifting alliances, and the AI race will continue to reshape the global economy and markets.
16/05/2022 Capital Market Assumptions Asset Class Returns Forecasts - Q2 2022 Explore asset class returns forecasts for Q2 2022, focusing on the effects of inflation and Central Banks' policies on market dynamics, providing insights...
15/04/2022 Economy & Markets ECB strikes a somewhat dovish tone, despite inflation remain... We expect QE to end in Q3, as announced, followed by rate normalisation, which is likely to lift rates out of negative territory over the next few months,...
6/04/2022 Geopolitics Shifts & Narratives #16 - Investing in a fragmented world In this piece we address the impact of de-globalization on investors, and in particular the road back to the benefits of international diversification.
5/04/2022 Geopolitics US economy and markets look resilient regarding the Russia-U... Update on Ukranian crisis focusing on US economy and investment implications
5/04/2022 Geopolitics Ukraine: where do we stand? By calling the war in Ukraine a «tectonic shift in European history», European leaders are giving an indication of the regime changes this war could lead...
1/04/2022 Geopolitics When artificial intelligence meets economy: an analysis of t... Understanding how artificial intelligence could help analyse the current state of the international situation in order to provide some projections on...