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Professional Investors
From geopolitical shocks to structural repricing
From geopolitical shocks to structural repricing
As energy security, supply-chain resilience and reserve diversification reshape capital flows, investors...
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Professional Investors
Geopolitical fragmentation raises risk premium
Fragmentation premium: Markets recalibrate for a divided world
As efficiency gives way to security, investors face a steeper cost for geopolitical risk
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Professional Investors
Global Macro Outlook: Third Quarter 2026
Can the global economy stay resilient?
Geopolitical tensions haven’t discouraged investors, who seem long-term focused—especially on the promise...
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