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          The China Briefing

          (Half) Marathon World Record

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          04/05/2026

          House View

          House View Update: Still bending – not breaking

          Two months on from the start of the Iran conflict, we continue to see a resilient global economic outlook, although we have adjusted some forecasts in our House View.

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          by Christian Schulz | 01/05/2026

          The China Briefing

          China’s New Role: Stability in an Unstable World

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          31/03/2026

          House View

          House View Q2 2026: Holding the line

          Global markets enter the second quarter navigating a more complex backdrop than many expected at the start of the year. Growth slows yet stays resilient; sticky inflation could delay rate cuts and keep policy tight. We prioritise selective duration, quality carry, AI linked equities and remain cautious on the US dollar.

          DISCOVER NOW

          30/03/2026

          Embracing Disruption

          From Iran tensions to European resilience: investment implications

          Recent geopolitical developments in the Middle East, including the war in Iran, reinforce the importance of strategic autonomy and resilience for Europe.

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          by Virginie Dubois | 23/03/2026

          Navigating Rates

          How a prolonged Hormuz blockage shapes the outlook

          Disruptions to Middle Eastern energy markets – most critically around the Strait of Hormuz – have tightened supply and pushed prices higher.

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          by Frederik Fischer , Jingjing Chai | 12/03/2026

          The China Briefing

          Beyond the oil

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          12/03/2026

          Embracing Disruption

          Energizing autonomy: Europe’s new power play

          Europe has entered a moment in which sovereignty is no longer a lofty political ideal but a pressing strategic imperative. Europe’s energy transition has evolved from primarily an environmental agenda into a core pillar of strategic autonomy.

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          The China Briefing

          Electrifying China’s future

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          23/02/2026

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