11/07/2022 Economy & Markets 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...
11/07/2022 Fixed Income & FX Renminbi’s rise will not challenge dollar dominance A sharp economic slowdown seems to be looming in both Europe and the US, which would make bond markets attractive again, especially in the US. Conversely,...
3/06/2022 Economy & Markets Only innovation in fiscal and monetary rules will make the E... As crises unfold, structural and governance issues tend to become more and more important.
3/05/2022 Real & Alternative Assets Global real estate markets: rich valuations, but not a sourc... Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
26/04/2022 Economy & Markets Macron's re-election is positive for French assets Understanding the outcome, policy and investment implications of the second-round of French presidential elections.
12/04/2022 Economy & Markets French election: markets complacent for Macron victory, but ... Update on the first round of the 2022 French Presidential elections
5/04/2022 Geopolitics 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...
2/03/2022 Geopolitics 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.
23/02/2022 Geopolitics Russia-Ukraine escalation adds to the case for additional pr... Understanding the economic and investment fallout of the Russia-Ukraine conflict.
17/02/2022 Real & Alternative Assets Crypto-currencies: a bubble or the emergence of a new paradi... The proliferation of crypto-currencies (CCs) and the popularity of these assets among investors has led us to question their nature, function, valuation...
3/02/2022 Economy & Markets 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.
5/01/2022 Economy & Markets You asked, we answer - January 2022 Our Global Views team attempts to answer some of the questions often asked by our clients.
8/06/2021 Economy & Markets Shifts & Narratives #5 - A unique crisis that opens the way ... The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an...
26/05/2021 Geopolitics Shifts & Narratives #4 - In search of a new international or... 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,...