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Adjusting to US tariff shock
The new US tariffs today have raised the US effective tariff rate from 2.2% at the end of 2024 to close to 20% in less than four months. Within ...
- Apr 25
Outlook

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Outlook
Monthly Views January
Global equities rallied in November amid optimism that central ...
- Jan 24

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Outlook
Navigating transitions. Seizing opportunities.
We predicted that 2023 would be a challenging year. Unfortunately ...
- Nov 23

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Outlook
Reframing globalisation
Geopolitical tensions, trade barriers, and the COVID-19 pandemic ...
- Nov 23