11/03/2024 Super Tuesday points to a super-charged battle Prepare for market volatility as a Trump-Biden rematch looms in November. Explore global opportunities amidst divergent geopolitical views. Stay vigilant...
29/02/2024 Sustainable Finance Modeling the Links Between Economic Growth, Socio-economic Dynamics and Environmental Dimensions Dive into the nexus of demographics, biodiversity, climate change, political stability, and inequality shaping GDP growth globally. Explore how non-financial...
29/01/2024 Red Sea disruptions: small impact so far, but a risk to watch Explore the regional impact of Red Sea traffic suspensions on global economy and finance. Stay updated on latest trends and analyses for informed decisions.
22/01/2024 Geopolitics in an election-heavy year Amid a geopolitical realignment of global and regional economic powers, the current year would see national elections in many large countries.
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 major instability unlikely 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 positive for markets 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.
6/05/2022 Economy & Markets French presidential election: Macron’s victory provides continuity but lacks political support The incumbent president’s re-election avoids an unpredictable political phase for France.
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 game is not yet won Update on the first round of the 2022 French Presidential elections
5/04/2022 Economy & Markets French elections: let the race begin The French 2022 election cycle is starting in the context of the war in Ukraine which favours to the incumbent president.
5/04/2022 Economy & Markets Macron’s 2017-2022 economic policies: predominantly supply-side, before Covid shifted the priority to fiscal support 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”...
17/06/2019 Asset Pricing & Behavioural Finance International Stock Market Co-Movements and Politics-Related Risks We investigate the determinants of international stock market co-movements, shedding light on the relevance of politics-related factors.