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The central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away from the post-war order, forcing other nations to reinvest in defence and economic resilience. Global growth remains strong, supported by large fiscal deficits, but that also keeps the door open to a resurgence of inflation. […]
Greenland – From confrontation to coordination Greenland returned to the spotlight last week. President Trump’s rhetoric was again aggressive, particularly during his speech at the World Economic Forum in Davos. However, sentiment shifted last Wednesday when Trump announced that an agreement had been reached with NATO on Arctic cooperation, indicating that previously threatened tariffs on […]
Download Real Estate and the Trump Playbook: Why property could be the next political trade While much of the political debate around the Trump return focused on energy, trade, and geopolitics, one sector that may quietly emerge as a key beneficiary is U.S. real estate. Often overlooked in macro discussions, real estate sits at the […]
Iran – Protests and barrels Following widespread protests across the country, the Iranian regime has effectively shut down most communications with the outside world. Independent humanitarian organisations estimate that more than 12,000 people have been killed, as authorities have responded to demonstrations with severe force. Protests are unlikely to fade in the near term. President […]
2025 delivered big macro headlines, yet markets stayed unusually calm, with volatility only briefly flaring around events like “Liberation Day” and tariff implementation. In this environment, our financial credit strategies performed very strongly, supported by banks entering the year with record balance sheets and the best profitability in 15 years. For 2026, European banking fundamentals […]
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