insights.

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

In a fragmented, unpredictable world, it is essential to stay invested, diversify and protect your portfolio. How do we prepare for this new economic reality? Discover Samy Chaar’s analysis from our latest signature Rethink Perspectives event.

US tariffs, from 1930 to Trump, are shaking up markets and alliances, constantly redesigning the rules of global trade. Discover our analysis.

From defence spending to Swiss tariffs and US healthcare reform—three charts reveal the system shifts reshaping global markets and investment themes. 

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.

Trade wars, rare earths, and tech innovation are fuelling a new EV arms race. China leads the charge as legacy automakers scramble to stay in the game.

Will China become the world’s leading superpower? Read more on how Trump’s tariffs, geopolitical pressures and protectionism continue to redesign global trade.

US/China tensions have intensified in disputes over trade, technological leadership and geopolitical frictions. The relationship will create volatility for investors for the decades ahead.