4/05/2022 Cross Asset Research Cross Asset Investment Strategy - May 2022 Find the latest edition of our Research team's monthly publication.
26/04/2022 ESG Thema ESG Thema #9 - Engaging on Human rights: Identifying risks a... This paper is the first of our ESG Thema series on social issues.
21/04/2022 Economy & Markets The energy crisis heightens inflation fears - Strategies to ... The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies...
5/04/2022 Geopolitics US economy and markets look resilient regarding the Russia-U... Update on Ukranian crisis focusing on US economy and investment implications
5/04/2022 Geopolitics Ukraine: where do we stand? By calling the war in Ukraine a «tectonic shift in European history», European leaders are giving an indication of the regime changes this war could lead...
5/04/2022 Economy & Markets Credit markets: more attractive valuations but we remain cau... Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe.
5/04/2022 Economy & Markets Will the Fed manage to restore price stability without a rec... The Fed is determined to hike rates rapidly. In the short-term the US economy will be supported by the many cushions present in the economy, as a result...
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-... 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”...
5/04/2022 Economy & Markets Market Scenarios and Risks - April 2022 We keep the narratives and the probabilities of our central and alternative scenario unchanged versus last month. The war in Ukraine could evolve in...
5/04/2022 Economy & Markets Macroeconomic Picture - April 2022 United States: the increase in energy and commodity prices, which is pushing inflation higher, is negatively impacting the US consumer, both in terms...
4/04/2022 Cross Asset Research Cross Asset Investment Strategy - April 2022 Find the latest edition of our Research team's monthly publication.
25/03/2022 Geopolitics A more fragmented Emerging Markets world amid the Russia-Ukr... The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and...
2/03/2022 Geopolitics Special Ukraine The invasion of Ukraine by Russian troops has caught Europe off guard, reminding it of the darkest hours before the Second World War.
2/03/2022 Economy & Markets Market Scenarios and Risks - March 2022 We amend the narrative of our scenario to take into account the consequences of the war in Ukraine.