3/03/2025 Bond markets in focus amid growth concerns With tariff uncertainty affecting market expectations and consumer confidence, bonds are back as a key diversification engine for global investors.
27/02/2025 Podcasts Outerblue Convictions – Global Investment Views – Narratives... Find out what is driving the equity and fixed income markets and whether we can expect the current gold rush to continue.
24/02/2025 The European appeal Outperformance in European equities has been mainly driven by banks, the industrial, and technology sectors.
17/02/2025 US inflation surprises on the upside The article reports that January's Consumer Price Index (CPI) rose by 0.5%, reaching an annual rate of 3.0%, and discusses core inflation drivers and...
10/02/2025 Tariffs take centre stage Trump’s tariff announcements have taken centre stage, with markets focusing on their impact on growth and inflation.
6/02/2025 Cross Asset Research Cross Asset Investment Strategy - February 2025 Find the latest edition of our monthly publication. The focus is on US and the impact of Trump administration's policies across the markets.
6/02/2025 Economy & Markets What Trump 2.0 means for the economy and markets The article analyzes the effects of Trump's second term on the global economy and markets, focusing on tariffs, inflation, and trade relations, particularly...
