BOROWSKI Didier
RC-2022.05-Real-Estate-Insight-paper-slider
Insights Paper 3.05.2022 Global real estate markets: rich valuations, but not a source of systemic risk

Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.

More > 10 minutes
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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.

More 5 to 10 minutes
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Investment Talks 12.04.2022 French election: markets complacent for Macron victory, but game is not yet won

Update on the first round of the 2022 French Presidential elections

More 5 to 10 minutes
RC - 2022.04 - Cross asset - Ukraine: where do we stand?
Monthly Cross Asset 5.04.2022 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 to in the medium term.

More 5 to 10 minutes
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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.

More 5 to 10 minutes
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Investment Talks 23.02.2022 Russia-Ukraine escalation adds to the case for additional protection

Understanding the economic and investment fallout of the Russia-Ukraine conflict.

More > 10 minutes
crypto vignette
Insights Paper 17.02.2022 Crypto-currencies: a bubble or the emergence of a new paradigm in decentralised finance?
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The proliferation of crypto-currencies (CCs) and the popularity of these assets among investors has led us to question their nature, function, valuation and potential development. CCs are at the crossroads of technological innovation, finance and monetary policy.

More > 10 minutes
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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.

More 5 to 10 minutes
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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.

More 5 to 10 minutes

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