insights.

As global tensions rise, governments invest in defence, tech and infrastructure to boost resilience and unlock new strategic growth opportunities.

In a volatile world, investors must build resilient portfolios. Discover how strategic allocation and thematic investing can unlock long-term opportunities.

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.