6/04/2022 Geopolitics Shifts & Narratives #16 - Investing in a fragmented world One key aspect of the regime shift is the fall of globalization trend. In the piece we address the impact of de-globalization on investors, and in particular...
24/03/2022 Hubert Védrine speaks about the Ukraine conflict: Focus Europe and globalisation Amundi Institute chairman, Pascal Blanqué, interviews Hubert Védrine, former French Minister of Foreign Affairs, on his views on the ongoing situation...
17/03/2022 Sir Simon Fraser speaks about the Ukraine conflict: Focus Europe and globalisation Amundi Institute chairman, Pascal Blanqué, interviews Sir Simon Fraser, the former Head of the UK Foreign Office and Diplomatic Service. Sir Simon shares...
11/03/2022 Geopolitics Russia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe...
7/03/2022 Geopolitics Russia-Ukraine: an uncertain outcome calls for higher focus on liquidity There are multiple scenarios for the continuation of the crisis. What is certain is that volatility will persist and real interest rates will remain in...
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 Geopolitics Shifts & Narratives #14 - Russia conflict marks a further step in the road back to the ‘70s Understanding the long-term implications of the Russian-Ukraine conflict in the regime shift in course.
24/02/2022 Geopolitics Russia attacks Ukraine: Markets will have to readjust to the shock Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under...