Archive

Results: 171 Matches

03-Apr-25 CIO Flash

Trump’s Tariffs: Is Free Trade a Thing of the Past?

The imposed tariffs by the Trump administration turned out significantly higher than initially expected

Macro, Politics
02-Apr-25 Asia & Pacific

APAC CIO View

China Banks: Signs of Bottoming Out

Asia & Pacific
28-Mar-25 Chart of the week

Germany’s emissions fall but more is needed

Continued reductions in greenhouse gas emissions make Germany’s 2030 targets look achievable given continuing efforts – amid a still concerning global picture.

Macro, ESG
25-Mar-25 Americas

Americas CIO View

Tariff Disturbances: More uncertainty on trade and to what end?

Americas, Equities
23-Mar-25 Blog

Frank Kelly’s Geopolitical Week Ahead | March 23, 2025

U.S.-led Ukraine peace talks resume in Saudi Arabia, Trump officials to make a “private visit” to Greenland, Canada’s Carney calls snap elections,  China hosts two major economic forums, and it is a heavy week of economic reports.

Elections
21-Mar-25 Chart of the week

Learning to live with Trump

Nothing is all that certain in Washington these days. This was the backdrop against which we developed the latest update to our strategic 12-month outlook.

Macro, Equities, Fixed Income, Alternatives
16-Mar-25 Blog

Frank Kelly’s Geopolitical Week Ahead | March 16, 2025

European leaders gather to discuss European defense and security planning, Trump gathers oil CEOs, U.S.-Russian shuttle diplomacy continues, and the U.S., Japan, and UK central banks meet on interest rates.

Elections
14-Mar-25 Chart of the week

Securing Europe’s security and growth with less energy waste

Europe's economies wasted billions of euros through the inefficient use of energy

Macro
09-Mar-25 Blog

Frank Kelly’s Geopolitical Week Ahead | March 9, 2025

U.S.-Russia talks over Ukraine begin in Saudi Arabia, G7 Finance Ministers Meeting in Canada, Germany debates and votes on a €500 billion infrastructure fund, and the U.S. Congress races to head a government shutdown.

Elections
07-Mar-25 Chart of the week

Springtime for Germany’s DAX?

The DAX has hit a record high, outperforming smaller German stocks. Investors expect a business-friendly government. But many challenges remain.

Equities, Macro
06-Mar-25 CIO Flash

Europe: the wake-up call has been heard

More defence, more investment, more debt, more growth

Equities, Fixed Income, Macro
03-Mar-25 Asia & Pacific

APAC CIO View

India Consumption Slowdown: Cyclical or Structural?

Asia & Pacific
02-Mar-25 Blog

Frank Kelly’s Geopolitical Week Ahead | March 2, 2025

By: Francis (Frank) J. Kelly

It is not often you can write that the coming week is likely to be truly historic, a true crossroads of where the world will go. This appears to be one of those weeks.  

Elections
28-Feb-25 Americas

Americas CIO View

Altitude Sickness: Breathe, go slowly, stick to the big markers   

Equities, Americas
28-Feb-25 Chart of the week

India will grow but needs to change the mix

Though the medium-term growth outlook looks resilient, a stronger manufacturing sector is needed to create jobs.

Macro
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