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...
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...
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.