Jul 03, 2024

In a world of mounting geopolitical tensions and intensifying climate change, critical infrastructure is particularly at risk of disruption.

Jun 28, 2024

Country and sector risk updates, transition risks for real estate and the good, the bad and the ugly of French elections for markets

Jun 25, 2024

Upcoming political outcomes will test resilience again. Global growth bottomed-out in H1, but the global manufacturing sector is still in excess supply, with low demand in the Eurozone in particular.

Jun 21, 2024

European Commission plays bad cop, the fiscal pinch of the left in France and overcapacities in China

Jun 19, 2024

Industrial policies and subsidies are back with a bang, especially in major economies such as the US, China, India, Germany and Brazil. Governments are increasingly getting involved in setting industrial priorities and supporting strategic industries through subsidies to promote innovation and technology diffusion.

Jun 14, 2024

Snap elections in France, the equity risk premium puzzle, the end of the Fed conundrum?