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.

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".

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...

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.

To understand the impact of the recent Trump indictment on US politics and beyond.

Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout

The fragmentation of votes into irreconcilable political blocs with no absolute majority creates a political situation unprecedented under the Fifth Republic.

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

Understanding the outcome, policy and investment implications of the second-round of French presidential elections.

Update on the first round of the 2022 French Presidential elections

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...