Geopolitics
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Investment Talks 11.07.2022 UK Leadership Change: Economic and market implications

With the economic situation having deteriorated considerably since the beginning of the year, it is vital for the Conservative Party to agree on a new leader quickly.

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Investment Talks 21.06.2022 French elections results open a phase of political gridlock

The fragmentation of votes into irreconcilable political blocs with no absolute majority creates a political situation unprecedented under the Fifth Republic.

More 5 to 10 minutes
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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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Thematic Paper 6.04.2022 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 the road back to the benefits of international diversification

More > 10 minutes
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Investment Talks 5.04.2022 US economy and markets look resilient regarding the Russia-Ukraine crisis

Update on Ukranian crisis focusing on US economy and investment implications

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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.

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Investment Talks 25.03.2022 A more fragmented Emerging Markets world amid the Russia-Ukraine crisis

The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and others challenged by higher inflation dynamics.

More 5 to 10 minutes
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Amundi Discussion Video 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 in Ukraine and Russia.

More > 10 minutes
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Amundi Discussion Video 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 his view on the ongoing situation in Ukraine and Russia.

More > 10 minutes

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