Real Assets, Forestry, Macro & Geopolitics Defoes 6/13/26 Real Assets, Forestry, Macro & Geopolitics Defoes 6/13/26 Scandinavian Forestry: Cash Engine, Climate Test Case Read More Macro & Geopolitics, South Africa / Africa Defoes 4/23/26 Macro & Geopolitics, South Africa / Africa Defoes 4/23/26 South Africa Enters 2026 With Stabilisation, Not Breakout Read More Macro & Geopolitics, Global Outlook Defoes 4/22/26 Macro & Geopolitics, Global Outlook Defoes 4/22/26 New Zealand Heads into 2026 in Recovery, Then a Midyear Soft Patch Read More Macro & Geopolitics, New Zealand Defoes 4/22/26 Macro & Geopolitics, New Zealand Defoes 4/22/26 New Zealand’s Housing Market: From Coma to Crawl, Not Boom Read More Macro & Geopolitics, Australia Defoes 4/20/26 Macro & Geopolitics, Australia Defoes 4/20/26 Australia: Another Year of Rising Prices, Slower Momentum Read More Macro & Geopolitics, Australia Defoes 4/19/26 Macro & Geopolitics, Australia Defoes 4/19/26 Australia: A Soft‑Landing Growth, Stubborn Inflation Read More Macro & Geopolitics, Brazil / Latin America Defoes 4/15/26 Macro & Geopolitics, Brazil / Latin America Defoes 4/15/26 Brazil Solid Macro Base, Fragile Policy Story Read More Macro & Geopolitics, United States, Housing & Property Defoes 4/14/26 Macro & Geopolitics, United States, Housing & Property Defoes 4/14/26 Orlando Has Moved From Boom to Mild Correction — Not Collapse Read More Macro & Geopolitics, France, Housing & Property Defoes 4/13/26 Macro & Geopolitics, France, Housing & Property Defoes 4/13/26 Paris A Stable but Segmented City Read More Macro & Geopolitics, Geopolitics & Security Defoes 4/10/26 Macro & Geopolitics, Geopolitics & Security Defoes 4/10/26 Trump Secures Two-Week US–Iran Ceasefire Tied to Strait of Hormuz Read More Macro & Geopolitics, China / Asia Defoes 4/7/26 Macro & Geopolitics, China / Asia Defoes 4/7/26 China Market Outlook 2006: Slower but Managed Growth Read More Macro & Geopolitics, Global Conflicts & Security Defoes 4/7/26 Macro & Geopolitics, Global Conflicts & Security Defoes 4/7/26 The State of the War: Heavy Fighting, Fragile Diplomacy Read More Macro & Geopolitics, Singapore / Asia Defoes 4/6/26 Macro & Geopolitics, Singapore / Asia Defoes 4/6/26 Singapore’s 2026 Growth Outlook Upgraded as Economists See Momentum Building Read More Macro & Geopolitics, Housing & Property, Global Cities Defoes 4/5/26 Macro & Geopolitics, Housing & Property, Global Cities Defoes 4/5/26 London Housing: A Global Asset Class Locals Can’t Afford Read More Macro & Geopolitics, Global Policy & Governance, Social Policy & Justice Defoes 4/2/26 Macro & Geopolitics, Global Policy & Governance, Social Policy & Justice Defoes 4/2/26 What the War on Drugs Has Achieved — and What It Has Not Read More Macro & Geopolitics, Geopolitics of Resources & Oceans, Global Conflicts & Security Defoes 3/30/26 Macro & Geopolitics, Geopolitics of Resources & Oceans, Global Conflicts & Security Defoes 3/30/26 Global Fishing Wars Intensify as Shrinking Stocks Fuel Geopolitical Tensions Read More Macro & Geopolitics, Regional Views, Africa Defoes 3/28/26 Macro & Geopolitics, Regional Views, Africa Defoes 3/28/26 Africa 2026: Growth Returns, Debt Pressures Persist, Markets Turn Selective Read More Macro & Geopolitics, Global Politics & Elections Defoes 3/27/26 Macro & Geopolitics, Global Politics & Elections Defoes 3/27/26 Right-Wing Surge Reshapes Politics Across EU, UK and United States Read More Macro & Geopolitics, Geopolitics & Markets, Middle East & EM Risk Defoes 3/26/26 Macro & Geopolitics, Geopolitics & Markets, Middle East & EM Risk Defoes 3/26/26 Iran Regime Collapse: EM Credit Spreads Jump, Regional Risk Premia Surge Read More Macro & Geopolitics, Geopolitics & Markets, Middle East & EM Risk Defoes 3/25/26 Macro & Geopolitics, Geopolitics & Markets, Middle East & EM Risk Defoes 3/25/26 Iran Regime 2026: Under Extreme Strain, But Core Power Still Intact Read More Older Posts
Real Assets, Forestry, Macro & Geopolitics Defoes 6/13/26 Real Assets, Forestry, Macro & Geopolitics Defoes 6/13/26 Scandinavian Forestry: Cash Engine, Climate Test Case Read More
Macro & Geopolitics, South Africa / Africa Defoes 4/23/26 Macro & Geopolitics, South Africa / Africa Defoes 4/23/26 South Africa Enters 2026 With Stabilisation, Not Breakout Read More
Macro & Geopolitics, Global Outlook Defoes 4/22/26 Macro & Geopolitics, Global Outlook Defoes 4/22/26 New Zealand Heads into 2026 in Recovery, Then a Midyear Soft Patch Read More
Macro & Geopolitics, New Zealand Defoes 4/22/26 Macro & Geopolitics, New Zealand Defoes 4/22/26 New Zealand’s Housing Market: From Coma to Crawl, Not Boom Read More
Macro & Geopolitics, Australia Defoes 4/20/26 Macro & Geopolitics, Australia Defoes 4/20/26 Australia: Another Year of Rising Prices, Slower Momentum Read More
Macro & Geopolitics, Australia Defoes 4/19/26 Macro & Geopolitics, Australia Defoes 4/19/26 Australia: A Soft‑Landing Growth, Stubborn Inflation Read More
Macro & Geopolitics, Brazil / Latin America Defoes 4/15/26 Macro & Geopolitics, Brazil / Latin America Defoes 4/15/26 Brazil Solid Macro Base, Fragile Policy Story Read More
Macro & Geopolitics, United States, Housing & Property Defoes 4/14/26 Macro & Geopolitics, United States, Housing & Property Defoes 4/14/26 Orlando Has Moved From Boom to Mild Correction — Not Collapse Read More
Macro & Geopolitics, France, Housing & Property Defoes 4/13/26 Macro & Geopolitics, France, Housing & Property Defoes 4/13/26 Paris A Stable but Segmented City Read More
Macro & Geopolitics, Geopolitics & Security Defoes 4/10/26 Macro & Geopolitics, Geopolitics & Security Defoes 4/10/26 Trump Secures Two-Week US–Iran Ceasefire Tied to Strait of Hormuz Read More
Macro & Geopolitics, China / Asia Defoes 4/7/26 Macro & Geopolitics, China / Asia Defoes 4/7/26 China Market Outlook 2006: Slower but Managed Growth Read More
Macro & Geopolitics, Global Conflicts & Security Defoes 4/7/26 Macro & Geopolitics, Global Conflicts & Security Defoes 4/7/26 The State of the War: Heavy Fighting, Fragile Diplomacy Read More
Macro & Geopolitics, Singapore / Asia Defoes 4/6/26 Macro & Geopolitics, Singapore / Asia Defoes 4/6/26 Singapore’s 2026 Growth Outlook Upgraded as Economists See Momentum Building Read More
Macro & Geopolitics, Housing & Property, Global Cities Defoes 4/5/26 Macro & Geopolitics, Housing & Property, Global Cities Defoes 4/5/26 London Housing: A Global Asset Class Locals Can’t Afford Read More
Macro & Geopolitics, Global Policy & Governance, Social Policy & Justice Defoes 4/2/26 Macro & Geopolitics, Global Policy & Governance, Social Policy & Justice Defoes 4/2/26 What the War on Drugs Has Achieved — and What It Has Not Read More
Macro & Geopolitics, Geopolitics of Resources & Oceans, Global Conflicts & Security Defoes 3/30/26 Macro & Geopolitics, Geopolitics of Resources & Oceans, Global Conflicts & Security Defoes 3/30/26 Global Fishing Wars Intensify as Shrinking Stocks Fuel Geopolitical Tensions Read More
Macro & Geopolitics, Regional Views, Africa Defoes 3/28/26 Macro & Geopolitics, Regional Views, Africa Defoes 3/28/26 Africa 2026: Growth Returns, Debt Pressures Persist, Markets Turn Selective Read More
Macro & Geopolitics, Global Politics & Elections Defoes 3/27/26 Macro & Geopolitics, Global Politics & Elections Defoes 3/27/26 Right-Wing Surge Reshapes Politics Across EU, UK and United States Read More
Macro & Geopolitics, Geopolitics & Markets, Middle East & EM Risk Defoes 3/26/26 Macro & Geopolitics, Geopolitics & Markets, Middle East & EM Risk Defoes 3/26/26 Iran Regime Collapse: EM Credit Spreads Jump, Regional Risk Premia Surge Read More
Macro & Geopolitics, Geopolitics & Markets, Middle East & EM Risk Defoes 3/25/26 Macro & Geopolitics, Geopolitics & Markets, Middle East & EM Risk Defoes 3/25/26 Iran Regime 2026: Under Extreme Strain, But Core Power Still Intact Read More
