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          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.

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          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

          The China Briefing

          Beyond the oil

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          12/03/2026

          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

          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

          Equity

          Galloping ahead – what our China Equity team expects from the Year of the Horse

          As China welcomes the Year of the Horse on 17 February 2026, anticipation is building. The Horse, symbolizing strength, freedom, and speed, points to a year likely marked by vitality and dynamic change.

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          10/02/2026

          Navigating Rates

          Trump’s choice for the Fed: what Warsh’s nomination means

          Kevin Warsh’s nomination point to a structurally more hawkish and institutionally conservative direction for US monetary policy.

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          by Martin Hochstein | 03/02/2026

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