Geopolitics
The Fourth Taiwan Strait Crisis…
Executive Summary Biden Can Take Risks Ahead Of Midterms
The Fourth Taiwan Strait Crisis…
Executive Summary Italy’s right-wing alliance, led by Brothers of Italy, will likely outperform in the upcoming election. The new government will prioritize the economy, posing a risk to the EU’s united front against Russia. It is conducive to an eventual ceasefire, which is marginally…
Executive Summary Iran Reaches Nuclear Breakout
Biden And Putin Court The Middle East…
Executive Summary Upside Oil Price Risk Dominates
Upside Oil Price Risk Dominates…
Executive Summary China's Unemployment
Questions From The Road…
Executive Summary Further GDP Weakness Would Push Brent Lower
Further GDP Weakness Would Push Brent Lower…
Tariff Relief?
Tariff…
Executive Summary China: GeoRisk Indicator
China: GeoRisk Indicator…
In this <i>Strategy Outlook</i>, we present the major investment themes and views we see playing out for the rest of the year and beyond.