In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.

The Talks outlines the recent developments in French politics and implications for investors

The Talks outlines the decision of President Biden to exit the 2024 presidential race, endorsing Kamala Harris as the Democratic nominee. Significant...

The Talks outlines the outcome of the EU elections, the French political situation, outlook for Europe and France and investment implications.

The Talks outlines the outcome of the Indian elections and its implications on the policy front, as well as investment consequences and opportunities.

Understanding the outcome of the latest ECB and BoE meetings, and their impact on markets.

Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.

The Talks discusses about the rating agencies reviews of Italian debt and the prospects for the country's economic growth.

The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.

The Talks elaborates on the banking stress in US and the FOMC May meeting.

The Talks elaborates on the uncertainty around the US Debt Ceiling negotations and how it could evolve.

The Talks elaborates on the banking stress in US and the FOMC May meeting.

The Talks elaborates on why the recent crisis in the banking sector is not a systemic one, and that there are select opportunities among banks.

Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.