insights.

As deglobalisation gathers pace, leading nations are investing in renewables to build energy security. Discover the investment opportunities being created.

What are the prospects for the new French government? We examine some scenarios and risks in the context of a broader stabilisation in the eurozone’s prospects. 

We examine the implications for rising US-China trade tensions, and look at the impact on markets. 

Confronted with record US tariffs, Switzerland is relying on its economic resilience and policy leeway to safeguard growth. A closer look at the macroeconomic implications and the strategies for navigating Washington’s stance.

What should investors make of the most recent trade agreements? Can they provide market clarity? We examine what’s at stake.

The global economy is shifting away from US-led growth and into a period of deceleration, warns our Chief Economist Samy Chaar. While a recession may be avoided, political risks and investment paralysis loom.

In the face of geopolitical fragmentation and the slowdown in the US, Europe must reset its priorities. What are the implications for investors? A look back at our most recent Rethink Perspectives event.