5/12/2024 Emerging Markets A short-lived crisis with long-lasting implications: first t... This paper examines the fallout of South Korea's political turmoil
5/12/2024 Geopolitics What’s next for France The Talks outlines the recent developments in French politics and implications for investors
5/07/2024 Economy & Markets UK election delivers no-drama outcome Britain’s Labour Party returned to power for the first time in 14 years after winning a large majority in parliamentary elections.
26/05/2023 Economy & Markets Seven questions for investors on the US debt ceiling The Talks elaborates on the uncertainty around the US Debt Ceiling negotations and how it could evolve.
7/04/2023 Economy & Markets Trump indictment: implications for US politics and assets To understand the impact of the recent Trump indictment on US politics and beyond.
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...
27/09/2022 Economy & Markets Italy election: no major surprise from the polls, maybe pos... Election outcome and political scenario: The centre-right coalition won Italy’s general election on 25 September, with approximately 44% of votes.
21/06/2022 Economy & Markets French elections results open a phase of political gridlock The fragmentation of votes into irreconcilable political blocs with no absolute majority creates a political situation unprecedented under the Fifth Republic.
26/04/2022 Economy & Markets Macron's re-election is positive for French assets Understanding the outcome, policy and investment implications of the second-round of French presidential elections.
12/04/2022 Economy & Markets French election: markets complacent for Macron victory, but ... Update on the first round of the 2022 French Presidential elections
