by Ale | Dec 15, 2025 | OUTLOOK
In a Nutshell Economic Outlook Macro risk shifts from “no growth engine” to “one over‑crowded engine”: policy, regulation, and capital‑allocation decisions around AI will shape both regional performance and the balance between real‑economy gains and financial‑market...
by Ale | Jun 26, 2025 | OUTLOOK
Executive summary The first half of 2025 was marked by significant market volatility, driven by heightened policy uncertainty and geopolitical tensions. The fear index reached its third-highest level on record! During this period, European and emerging market (EM)...
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