Tim Marshall, explores why geography is so important in shaping global tensions, while Janus Henderson CEO Ali Dibadj provides his take on the implications for investors.
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The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.
Are higher interest rates opening the door to stock selection again in 2024?
Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.
Hungary, Poland and Romania stand to benefit from the EU’s stimulus package as long as agreed reforms are implemented.
The implications for financial markets as concern mounts over the looming U.S. debt ceiling.
A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.
How is the Russia/Ukraine conflict driving European energy policy and investor opportunity?
The Russia/Ukraine conflict has highlighted the tight supply/demand balance for global crude, with important implications for energy stocks.
A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.