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Real Assets, Forestry, Macro & Geopolitics Defoes 5/14/26 Real Assets, Forestry, Macro & Geopolitics Defoes 5/14/26 Scandinavian Forestry: Cash Engine, Climate Test Case Read More
Macro & Geopolitics, South Africa / Africa Defoes 4/18/26 Macro & Geopolitics, South Africa / Africa Defoes 4/18/26 South Africa Enters 2026 With Stabilisation, Not Breakout Read More
Macro & Geopolitics, Global Outlook Defoes 4/18/26 Macro & Geopolitics, Global Outlook Defoes 4/18/26 New Zealand Heads into 2026 in Recovery, Then a Midyear Soft Patch Read More
Macro & Geopolitics, New Zealand Defoes 4/18/26 Macro & Geopolitics, New Zealand Defoes 4/18/26 New Zealand’s Housing Market: From Coma to Crawl, Not Boom Read More
Macro & Geopolitics, Australia Defoes 4/18/26 Macro & Geopolitics, Australia Defoes 4/18/26 Australia: Another Year of Rising Prices, Slower Momentum Read More
Macro & Geopolitics, Australia Defoes 4/18/26 Macro & Geopolitics, Australia Defoes 4/18/26 Australia: A Soft‑Landing Growth, Stubborn Inflation Read More
Macro & Geopolitics, Europe & EU, Europe, UK & EU Relations Defoes 4/18/26 Macro & Geopolitics, Europe & EU, Europe, UK & EU Relations Defoes 4/18/26 Brexit on the EU Shows Localised Pain, Systemic Resilience Read More
Macro & Geopolitics, Europe, UK & EU Relations Defoes 4/18/26 Macro & Geopolitics, Europe, UK & EU Relations Defoes 4/18/26 Brexit: A Persistent Growth Drag, Not a Sudden Shock Read More
Macro & Geopolitics, Brazil / Latin America Defoes 4/18/26 Macro & Geopolitics, Brazil / Latin America Defoes 4/18/26 Brazil Solid Macro Base, Fragile Policy Story Read More
Macro & Geopolitics, United States, Housing & Property Defoes 4/18/26 Macro & Geopolitics, United States, Housing & Property Defoes 4/18/26 Orlando Has Moved From Boom to Mild Correction — Not Collapse Read More
Macro & Geopolitics, France, Housing & Property Defoes 4/18/26 Macro & Geopolitics, France, Housing & Property Defoes 4/18/26 Paris A Stable but Segmented City Read More
Macro & Geopolitics, Geopolitics & Security Defoes 4/8/26 Macro & Geopolitics, Geopolitics & Security Defoes 4/8/26 Trump Secures Two-Week US–Iran Ceasefire Tied to Strait of Hormuz Read More
Macro & Geopolitics, Singapore / Asia Defoes 4/7/26 Macro & Geopolitics, Singapore / Asia Defoes 4/7/26 Singapore’s 2026 Growth Outlook Upgraded as Economists See Momentum Building 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, Housing & Property, Global Cities Defoes 4/7/26 Macro & Geopolitics, Housing & Property, Global Cities Defoes 4/7/26 London Housing: A Global Asset Class Locals Can’t Afford Read More
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Macro & Geopolitics, Geopolitics of Resources & Oceans, Global Conflicts & Security Defoes 3/25/26 Macro & Geopolitics, Geopolitics of Resources & Oceans, Global Conflicts & Security Defoes 3/25/26 Global Fishing Wars Intensify as Shrinking Stocks Fuel Geopolitical Tensions Read More
Macro & Geopolitics, Regional Views, Africa Defoes 3/25/26 Macro & Geopolitics, Regional Views, Africa Defoes 3/25/26 Africa 2026: Growth Returns, Debt Pressures Persist, Markets Turn Selective Read More
Macro & Geopolitics, Global Politics & Elections Defoes 3/25/26 Macro & Geopolitics, Global Politics & Elections Defoes 3/25/26 Right-Wing Surge Reshapes Politics Across EU, UK and United States Read More
