Politics & Macroeconomics

This section forms the critical foundation for all our analysis. We provide a top-down perspective on the forces that shape markets, focusing on geopolitics, economic outlooks, and monetary policy. Understanding these macro drivers is essential, as they set the tide for all sectors and asset classes, from UK equities to global currencies.

The Dutch Elections, & The Dutch Bond Reaction

How the Netherlands’ 2025 election can restore EU stability, and boost green investment Executive Summary Following the collapse of the coalition government, the Netherlands headed to the polls on Wednesday. Going into the elections, many expected the far-right, anti-Islam Freedom Party (PVV) of Geert Wilders to come out on top, after it pulled out of the coalition in June over immigration disputes. By Thursday morning, however, it became clear that the liberal D66 party was

Politics & Macro Analysts.

Positions are currently open for this role.

Abrar Yousuf

2nd Year History Student @ UCL, Head of Geopolitics