From hard policies to trade routes, the causes and effects of volatility are connected across the planet. To recognise the opportunities and risks, know how to pick the triggers to watch from the grey swans.
Focused thinking: 5 min video
After surging in 2010-11, global food prices have been on a downtrend, but this can ... [Read more]
December 2019
Focused thinking: 3 min read
Among its struggling European peers, how has France managed to stay ahead of the game? ... [Read more]
November 2019
Focused thinking: 2 min video
Contrary to our expectations of a recovery starting in Q3, high-frequency indicators have plunged and ... [Read more]
October 2019
Focused thinking: 18 min podcast
May 2020
Fireside Chat - The Wonder Down Under: How have the Antipodes dealt with COVID-19?
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Focused thinking: 9 min podcast
Fireside Chats - What does the US Treasury Foreign Exchange report mean for FX markets?
April 2020
World after reopening and ideas for Japanese equities
Focused thinking: 1 min read
Damocles is based on a noise-to-signals approach in which we use eight key indicators to ... [Read more]
Damocles update 3: Our early warning indicator of exchange rate crises
January 2020
Event Risk Radar
Euro Area Outlook 2020
Preparing for the next surge in food prices
How and why is France one of the Euro Area’s star performers?
India: A difficult climb ahead
Indonesia: The return of fiscal conservatism
Focused thinking: 5 min read
Expectations are growing that the BOJ will decide to further loosen monetary policy. ... [Read more]
Risk of BOJ taking rates further into negative territory and investment strategies
Focused thinking: 2 min read
We update and expand the scope of our analysis for the impact for global automakers ... [Read more]
What's the impact of Brexit on the UK Auto Industry?