Geopolitics

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Investment Talks 1.10.2020 Advantage Biden after the first Presidential Debate
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Advantage Biden after the first Presidential Debate

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Investment Talks 25.09.2020 US presidential election: how it will impact US economy and financial ...
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US presidential election outcome: Joe Biden has enjoyed a remarkably stable lead in the national polls this year.

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Investment Talks 23.06.2020 Biden's election momentum and financial markets
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Joe Biden has a historically large lead over President Donald Trump in the polls, including in the critical electoral college vote, but that could narrow closer...

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Investment Talks 10.03.2020 The Democratic race to nomination and implications for markets
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The race to Democratic nomination has boiled down to two candidates now, Joe Biden and Bernie Sanders with Biden being the new front runner based on delegate co...

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Investment Talks 6.03.2020 US election - Super Tuesday: seeking the democratic candidate
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US election - Super Tuesday: seeking the democratic candidate

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Investment Talks 2.03.2020 Super Tuesday: why it is important and what to expect for US assets
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On 3 March, 14 US states will hold primaries for the Democratic presidential nomination.

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Investment Talks 10.02.2020 Brexit still weighs on GBP, but the situation on rates and equity coul...
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Next steps and economic fallout: Now that the United Kingdom is officially out of the EU, a new phase has opened up, during which UK officials will have to nego...

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Investment Talks 11.12.2019 UK election could pave the way for an orderly Brexit and a rebound in ...
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The possibility of seeing a smoother, faster Brexit will depend on the outcome of the UK election on Thursday, 12 December.

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Thematic Paper 18.10.2019 Italy: few ambitions from the new budget framework
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On 30 September the newly formed Italian government released an update to April’s Economic and Finance Document, with new fiscal plans for the years 2019 to 202...

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