Economic Insights

Mar 05, 2026

Closing the gender income gap: from paycheck to pension

Women have made measurable progress over recent decades in narrowing gender pay gaps and increasing labor-force participation – but structural gaps persist.

Mar 03, 2026

Conflict in the Middle East: Implications for markets and macro

The US-Israeli strikes on Iran will have implications for energy markets, shipping costs, inflation risks and financial conditions – but everything hinges on how long the conflict lasts.

Feb 25, 2026

Mining for the future: Addressing liabilities and unlocking sustainable transition opportunities

Sustainable mining is integral to the transition.

Feb 24, 2026

Variable geometry for European trade: Building resilience and diversification

As tariff uncertainty from the US persists, Europe needs to continue to enhance its trade potential.

Feb 23, 2026

Schroedinger’s tariffs

The US Supreme Court dismantles the most cost-effective tariff instrument, but not the tariff regime overall.

Feb 20, 2026

Private equity in transition: from distribution drought to selective recovery

Exit activity rebounded strongly in 2025, with global deal value reaching USD905bn.

Feb 19, 2026

Eurobonds – A window of opportunity for a strategic necessity

Capital flows are shifting to Europe and European debt is emerging as a transitory safe asset.

Feb 16, 2026

Country Atlas 2026 : Under the surface

In the 2026 edition of the Country Risk Atlas, we assess the economic outlook, risks and opportunities across 83 countries, representing approximately 94% of global GDP.

Feb 13, 2026

From unipolar to uneven: Fragmentation tests US market primacy and reshapes the global investment landscape

US equities have consistently outperformed global peers, cementing their dominance in portfolios worldwide. But past outperformance is becoming less bankable, especially when policy risk, concentration and valuation premia are taken into account.