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.
Tunisia has defied its detractors for now, but medium-term economic challenges remain.
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.
Highlights and key insights from the Annual Meetings of the World Bank Group and International Monetary Fund.
Portfolio Manager Oliver Blackbourn considers the potential ramifications of the conflict between Israel and Palestine at a geopolitical level, giving some insight into how markets have responded thus far.
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?