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RC - 2022.05 - Global views - french elections -slider
Monthly Cross Asset 6.05.2022 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.

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Investment Talks 26.04.2022 Macron's re-election is positive for French assets

Understanding the outcome, policy and investment implications of the second-round of French presidential elections.

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RC - 2022.04 - cross asset French election
Monthly Cross Asset 5.04.2022 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.

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Monthly Cross Asset 2.03.2022 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.

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Monthly Cross Asset 3.02.2022 European strategic sovereignty must be an investment opportunity

The concept of strategic sovereignty goes far beyond the issues of security and defence. It also assumes relative self-sufficiency, and the ability to impose one’ standards and to create global leaders in tomorrow’s ecosystems.

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Monthly Cross Asset 3.02.2022 The journey back to zero real rates

Real interest rates in the US and Europe have reached negative levels that are unprecedented in recent history.

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Monthly Cross Asset 5.01.2022 You asked, we answer - January 2022

Our Global Views team attempts to answer some of the questions often asked by our clients.

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Monthly Cross Asset 6.12.2021 Geopolitics of the vaccine: variance risks

Covid-19 vaccines have been rolled out for a year now. Despite official commitments to provide access to effective jabs to all countries, production constraints and national priorities have resulted in uneven distribution.

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Research Center - The triangle of financial repression
Monthly Cross Asset 2.11.2021 The triangle of financial repression

The idea that we are entering a phase of financial repression regularly returns to the fore as real interest rates are negative and nominal interest rates are very low.

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