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We assess how the new UK government and its policy initiatives might affect UK finances and bond markets.
We assess the current and potential future impact of inflation, debt and interest rates upon markets.
Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.
We analyse how China’s economy is influencing inflation rates across the developed and emerging world.
With several key trends set to reach an important climax in 2024, we consider the investment implications.
What recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.
How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.
We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.
As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.
We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.
We assess the possible investment implications of Russia’s invasion of Ukraine.
We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.
We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.