16/01/2024 Geopolitics DPP wins Taiwan elections: key take-aways for investors A geopolitical understanding of the Taiwan elections and its impact on markets.
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.
24/02/2022 Geopolitics Russia attacks Ukraine: Markets will have to readjust to the shock Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under...
23/02/2022 Geopolitics Russia-Ukraine escalation adds to the case for additional protection Understanding the economic and investment fallout of the Russia-Ukraine conflict.
1/02/2022 Geopolitics Russia-Ukraine tensions: geopolitical risk adds volatility to risk assets Understanding recent tensions between Russia and Ukraine, as well as the implications on the economy and potential geopolitical and investment consequences.