7/06/2021 Research Inequality: what is at stake (2/4) - Pro-Piketty and Anti-Pi... No one is disputing that Piketty’s books are ground-breaking, that his research and his team’s research are fundamental, or that their databases and reports...
7/06/2021 Research Inequality: what is at stake (1/4) - Globalisation, growth, ... With the misdeeds of globalisation, the rise in inequalities and the resulting perception of injustice have been subjects that have fuelled many debates...
19/05/2021 Economy & Markets Reindustrialisation, interventionism, sovereignty, de-global... With the third industrial revolution and the Covid-19 crisis, the world has entered into a period of global transformations. The current industrial revolution...
16/11/2020 Geopolitics Europe, US and China tomorrow: Will it be possible to avoid ... There are many pitfalls looming.
27/01/2020 Economy & Markets Fiat Money vs. Cryptocurrencies / Private vs. Public digital... The first part of this study analysed the competition between USD, RMB and EURO and presented the challenges for China and Europe to develop a genuine...
27/01/2020 Economy & Markets FX wars vs. currency wars / USD vs. EUR vs. RMB vs. ? FX wars vs. currency pars / USD vs. EUR vs. RMB vs. ?
1/07/2019 Portfolio Strategy Emerging Markets: Vulnerability and contagion risks... Fragi... This article is aimed at analysing contagion within the emerging world in the past decades
1/07/2019 Portfolio Strategy How to differenciate emerging countries? New approaches for ... Once accepted the idea that the emerging world may behave like a block in period of crises (as the group of advanced countries also does), one must wonder...
2/05/2019 Geopolitics Who will lead the World Economy? When we talk about leadership, we also talk about rivalry… and 2018 was undoubtedly a particularly emblematic year of rivalry, especially between the...
30/04/2019 Economy & Markets Is inflation definitely dead or simply dormant? Consequences... In history, there have been periods when it was dormant, but revivals have always been painful. What is striking at present is the inability of some countries...
28/11/2018 Geopolitics Global Trade War: Where Do we Stand Now? What Impacts? A few days before the important meeting between U.S. President Donald Trump and Chinese leader Xi Jinping, it is important to have a clear view on the...
2/08/2018 Economy & Markets Where will the next financial crisis come from? Are we ready... The world is not yet completely out of the 2007-2008 financial crisis, but the risk of a new crisis already arises.
21/12/2017 Portfolio Strategy Megatrends and disruptions Consequences for Asset Management The asset management industry has to face three different types of challenges.