Germany's CDU/CSU have won the elections and will now form a coalition government. Challenges include how to kickstart growth and adapt fiscal policy.

Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.

Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".

The first, and potentially only, election debate between the two U.S. presidential candidates, Kamala Harris and Donald Trump, was light on policy details...

Britain’s Labour Party returned to power for the first time in 14 years after winning a large majority in parliamentary elections.

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections.

Indian stocks seem on track to outperform the US, EM and world equity indexes in H2. In the first week of December, the country’s market capitalisation...

The incumbent president’s re-election avoids an unpredictable political phase for France.

The French 2022 election cycle is starting in the context of the war in Ukraine which favours to the incumbent president.

The first half of Emmanuel Macron’s term (from H2 2017 to the Covid outbreak, in Q1 2020) featured a significant number of “structural” or “supply-side”...

Our Global Views team attempts to answer some of the questions often asked by our clients.

2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index...