Richard Bullock

What recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

We assess the key geopolitical trends, and what they mean for the inflationary environment and broader investment landscape.

Prime Minister Kishida’s ‘three arrows’ of wage inflation, investment cycle and corporate governance reform are reshaping Japan.

Can China break free from US-led containment policies?

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

We reveal our key macro findings from a recent fact-finding trip to Tokyo.

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

Key (and sometimes surprising) findings from a recent trip to Vietnam.

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.