insights.

Can China revive its economic growth? Its authorities have signalled only limited support to key sectors at the recent Third Plenum. What’s at stake for the economy and investors?

What do uncertain politics mean for markets? As President Biden’s withdrawal from the White House race marks another pivot, investors need strong guidance to navigate turbulence. 

After a solid first half for stocks, where do we see opportunities now? 

What do UK and French elections mean for economic policymaking and for our investment strategy? 

Can political risks upend the improving growth and inflation outlook? Discover how we are investing for a hot political summer in our Q3 2024 video with Samy Chaar.

Could turbulent times boost the dollar? We assess the outlook and election scenarios. 

We present our scenarios on the French elections after the first-round vote.

How should investors navigate a turbulent second half? We present our 10 strongest convictions.