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 analyze 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.

We analyze 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.

A decoupling of US and China technology ecosystems presents opportunities.

Feasting on honey or playing with fire?

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 Winter Olympics, and the country’s priorities for 2022.

How do Russia's latest demands over Ukraine impact future European security?