Risk & Strategy

Risk & Strategy

How will the global economy develop in the coming quarters? How will the monetary policies of the central banks differ? What scenarios are likely for the key financial markets? What are the associated specific medium-term forecasts (three weeks to a year)? What political risks could change the scenario completely?

You will receive a clear analysis from us every Friday morning. One week you will receive a Global Financial Markets publication, followed by a Global Political Risk Monitor in the week after that. Independent, clear-cut and based on the world’s leading research. A solid basis for important decisions.

Global Financial Markets

Higher interest rates still very likely in the coming years

Eddy Markus
Thursday, 15 July 2021
Eddy Markus

The delta variant of the corona virus is wreaking havoc amongst both emerging and Western economies. Will this throw a spanner in the works of the global economic recovery and thwart the plans and objectives of central banks and governments? 

Register and download

Global Political Risk Monitor

Europe destined to be a playground for China and the US?

Andy Langenkamp
Thursday, 22 July 2021
Andy Langenkamp


Europe is trying to avoid being crushed between the geopolitical, economic and military jaws of the American eagle and the Chinese dragon. Will Europe succeed, or is it doomed to be a shadow of its past? And what does this mean for the European economy? 

Register and download