Recent G-7 discussions about imposing caps on the price of Russian oil and gas have led to some..

Macro Strategies, Sovereign Research, Geopolitics

China and Russia have long had a common interest in undermining the US-led global order, in my..

Macro Strategies, Emerging Markets, Geopolitics

Last week, we outlined three possible scenarios for the Russia-Ukraine conflict and their..

Macro Strategies, Geopolitics

Rising tensions between Russia, Ukraine and NATO[i] have the world on edge, and many investors..

Macro Strategies, Geopolitics

China’s recent blitz of education, technology, property and gaming regulations has triggered a..

Macro Strategies, Sovereign Research, Emerging Markets, Geopolitics

On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish..

Macro Strategies, Sovereign Research, Election, Geopolitics