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...
1/04/2022 Geopolitics When artificial intelligence meets economy: an analysis of t... Understanding how artificial intelligence could help analyse the current state of the international situation in order to provide some projections on...
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...
24/03/2022 Hubert Védrine speaks about the Ukraine conflict: Focus Euro... Amundi Institute chairman, Pascal Blanqué, interviews Hubert Védrine, former French Minister of Foreign Affairs, on his views on the ongoing situation...
11/03/2022 Geopolitics Russia-Ukraine: a lot of bad news already priced in, but th... 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 ... 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 Cross Asset Research Cross Asset Investment Strategy - March 2022 Find the latest edition of our Research team's monthly publication.
2/03/2022 Geopolitics Shifts & Narratives #14 - Russia conflict marks a further st... 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... 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...
23/02/2022 Geopolitics Russia-Ukraine escalation adds to the case for additional pr... Understanding the economic and investment fallout of the Russia-Ukraine conflict.
4/02/2022 Emerging Markets Inflation in Turkey could very well reach 50% and more in th... Because of unorthodox economic policies, Turkey will face a tough year ahead, with inflation peaking at a 20-year high… but we do see some lights at the...
1/02/2022 Geopolitics Russia-Ukraine tensions: geopolitical risk adds volatility t... Understanding recent tensions between Russia and Ukraine, as well as the implications on the economy and potential geopolitical and investment consequences.