12/06/2024 Geopolitics EU election results and French politics The Talks outlines the outcome of the EU elections, the French political situation, outlook for Europe and France and investment implications.
7/03/2022 Geopolitics Russia-Ukraine: an uncertain outcome calls for higher focus ... There are multiple scenarios for the continuation of the crisis. What is certain is that volatility will persist and real interest rates will remain in...
24/02/2022 Geopolitics Russia attacks Ukraine: Markets will have to readjust to the... Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under...
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.
11/02/2022 Equity European equity market: the great value rotation and the div... Discover drivers and opportunties in the great rotation towards value stocks in Europe and the appeal of dividend stocks for income purpose
1/02/2022 Geopolitics Russia-Ukraine tensions: geopolitical risk adds volatility t... Understanding recent tensions between Russia and Ukraine, as well as the implications on the economy and potential geopolitical and investment consequences.
28/01/2022 Economy & Markets 25-26 January FOMC review : giving the all clear for March h... Overall, the statement was largely consistent with investor and market expectations.