Geopolitics

2021.09 - German election - Slider-1390x467
Investment Talks 22.09.2021 German election remains open, with an eye on the green transition

Election outcome: The most likely winner in terms of votes and seats will either be the Social Democratic Party (SPD) or the conservative Christian Democratic Union/Christian Social Union (CDU/CSU). Likely scenarios include the ‘traffic-light’ coalition (SPD-Greens-pro-market Liberal Democratic Party, FDP) or the ‘Jamaica’ coalition (CDU/CSU-Greens-FDP). However, other combinations are possible.

More > 10 minutes
  • PDF
slider
Thematic Paper 26.05.2021 Shifts & Narratives #4 - In search of a new international order

Profound changes in the international arena are underway. Together the EU, China and the United States are the three largest economies in the world. Whereas, previously, economic and geopolitical issues were treated separately, it is increasingly clear that the United States and China are using their economic power for geopolitical purposes. Such geopolitical leadership has economic implications.

More > 10 minutes
  • PDF
slider
Monthly Cross Asset 5.05.2021 Geopolitics of the vaccine

Eighteen months after the first Covid-19 cases hit China, the outbreak is still uncontrolled globally and remains the main source of economic uncertainty outside Northern Asia. As long as there is no treatment, access to effective vaccines is the main factor in returning to a ‘normal’ life. Only a handful of countries can produce jabs on a large scale, whereas we already know it will take years to reach herd immunity. Therefore, vaccines have become a form of geopolitical soft power, which exacerbates or redesigns the influence of the US, Europe, China and Russia.

More 5 to 10 minutes
  • PDF
2021-01-IT-Biden-Slider
Investment Talks 8.01.2021 Biden and Democrats take control despite Trump protesters
114

The stunning developments on Capitol Hill will not change the significance of the Georgia election, which will have far-reaching implications

More < 5 minutes
  • PDF
  • 114
georgia-senate-runoffs-Slider-1280x400.jpg
Investment Talks 18.12.2020 Georgia Senate runoffs to determine future of Biden presidency
106

While the title sounds dramatic, what happens in Georgia on 5 January is critical to US policy over the next four years.

More < 5 minutes
  • PDF
  • 106
US-election-and-Covid-19-vaccines.jpg
Investment Talks 11.12.2020 The US election and Covid-19 vaccines: implications for the economy and markets
105

The likelihood of a divided US government removes a major potential headwind to the US economy, that is, higher taxes. 

More < 5 minutes
  • PDF
  • 105
discussion-paper-2020-11-Slider-1280-400.png
Discussion Paper 16.11.2020 Europe, US and China tomorrow: Will it be possible to avoid geopolitical and economic traps?
114

There are many pitfalls looming.

More > 10 minutes
  • PDF
  • 114
biden-wins-SLIDER.jpg
Investment Talks 10.11.2020 2020 post-election analysis: Biden wins, but the United States remains divided
115

Final result: Former Vice President Joe Biden defeated President Trump to become the 46th President of the United States.

More < 5 minutes
  • PDF
  • 115
us-election-outcome-and-market-reaction-Slider-1280x400.jpg
Investment Talks 4.11.2020 US election: no winner yet, markets moving from a Blue Wave to a possible Trump trade
131

US election outcome: At the time of writing, the result remains unclear and prudence is needed as the race is close Biden 238 - Trump 213  (270 to win).

More < 5 minutes
  • PDF
  • 131

Get in touch with us

Our online help service is available to answer your question

My personal information

If you have a question about our company or one of our products, please complete the form to get in touch. Please do not mention your account numbers or critical data in this form.

Civility*

(*) Required fields
All our job offers (Permanent and temporary position, Internship, Apprenticeship or VIE) are available on our dedicated website: https://jobs.amundi.com.

Register and apply directly online.

Amundi on Twitter