20/02/2023 Geopolitics A year of war in Ukraine: accelerating the energy transition and fragmentation The war in Ukraine has had a marked impact on the global economy, redrawing national and international priorities. Investors need agility to cope with...
1/04/2022 Geopolitics When artificial intelligence meets economy: an analysis of the Ukraine war Understanding how artificial intelligence could help analyse the current state of the international situation in order to provide some projections on...
25/03/2022 Geopolitics A more fragmented Emerging Markets world amid the Russia-Ukraine crisis The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and...
11/03/2022 Geopolitics Russia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe...
7/03/2022 Geopolitics Russia-Ukraine: an uncertain outcome calls for higher focus on liquidity There are multiple scenarios for the continuation of the crisis. What is certain is that volatility will persist and real interest rates will remain in...
2/03/2022 Geopolitics Special Ukraine The invasion of Ukraine by Russian troops has caught Europe off guard, reminding it of the darkest hours before the Second World War.
2/03/2022 Geopolitics Shifts & Narratives #14 - Russia conflict marks a further step in the road back to the ‘70s Understanding the long-term implications of the Russian-Ukraine conflict in the regime shift in course.