12/06/2024 Geopolitics EU election results and French politics The Talks outlines the outcome of the EU elections, the French political situation, outlook for Europe and France and investment implications.
20/03/2023 Economy & Markets France: The pension reform puts politics under strain, but m... Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...
3/05/2022 Real & Alternative Assets Global real estate markets: rich valuations, but not a sourc... Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
12/04/2022 Economy & Markets French election: markets complacent for Macron victory, but ... Update on the first round of the 2022 French Presidential elections
23/02/2022 Geopolitics Russia-Ukraine escalation adds to the case for additional pr... Understanding the economic and investment fallout of the Russia-Ukraine conflict.
17/02/2022 Real & Alternative Assets Crypto-currencies: a bubble or the emergence of a new paradi... The proliferation of crypto-currencies (CCs) and the popularity of these assets among investors has led us to question their nature, function, valuation...
26/05/2021 Geopolitics Shifts & Narratives #4 - In search of a new international or... Profound changes in the international arena are underway. Together the EU, China and the United States are the three largest economies in the world. Whereas,...
