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2017.05 - tristan perrier - strategy Insignt - EN

2017.05 - tristan perrier - strategy Insignt - EN

18.05.2017 - Video

French Presidential elections: Perspectives and stakes

To answer which challenges have E. Macron been elected president of France?

Tristan PERRIER

Global Views Analyst

French elections #11

French elections #11

18.05.2017 - Expert Talk

French Presidential Election - Reforms: acceleration after already significant efforts in 2015-2016?

Over the last few years, France has carried out fewer spectacular reforms, than (in turn) its three larger eurozone partners (Germany, Spain and Italy). The OECD has nevertheless recently highlighted significant achievements in the areas of the labour market, education, competition and the reduction in the cost of labour.

Tristan PERRIER

Global Views Analyst

French elections #10

French elections #10

12.05.2017 - Expert Talk

French Presidential Election - OAT/Bund Spread: Recent Trends, Equilibrium Value and Perspectives

Interest rate differentials between France and Germany rose sharply in the months leading up to the French presidential elections and even reached levels never seen since 2011.

Bastien DRUT

Senior Strategist at CPR AM

Our convictions

Our convictions

09.05.2017 - Monthly Cross Asset

Asset allocation: Our convictions

This section develops our central scenario and our main convictions. It highlights the main orientations of our asset allocation and presents the strategies that characterize the structure of our portfolios: bond portfolios, equity portfolios and diversified portfolios.

Philippe ITHURBIDE, Pascal BLANQUE

French elections

French elections

09.05.2017 - Monthly Cross Asset

French presidential elections: perspectives and stakes

The purpose of this article is to present the state of affairs on the polls, the priorities of the French and to recall the program of the two candidates as well as the major issues: to obtain a parliamentary majority for E. Macron, to obtain a parliamentary majority and to clarify her position on Europe for Marine Le Pen.

Philippe ITHURBIDE

Senior Economic Advisor

vignette9

vignette9

08.05.2017 - Expert Talk

French Presidential Election - Macron President: risks disappear... back to fundamentals

The second round of the presidential election provided the name of the winner: E. Macron is the next president of the French Republic (66% of the votes).

Philippe ITHURBIDE

Senior Economic Advisor

Philippe Ithurbide

Philippe Ithurbide

05.05.2017 - Expert Talk

French elections: the eyes are already turning to the legislative elections

This Sunday will take place the second round of the French presidential elections.

Philippe ITHURBIDE

Senior Economic Advisor

header 8 - 296

header 8 - 296

04.05.2017 - Expert Talk

French Presidential Election - Second round of presidential election Macron vs. Le Pen: what is at stake next Sunday

The second round of presidential elections is a duel between Emmanuel Macron and Marine Le Pen.

Philippe ITHURBIDE

Senior Economic Advisor

2017.04 - Philippe Ithurbide - Strategy Insight

2017.04 - Philippe Ithurbide - Strategy Insight

27.04.2017 - Video

Brexit, Trump, European elections: Fairly priced by the financial markets?

The Trump effect, the Brexit effect, and the impact of European elections are probably three of the top risk / opportunity factors for 2017. We have mentioned the risks of these events being mispriced by the financial markets, with a tendency toward indifference to Brexit, optimism on the Trump effect, and pessimism on European elections.

Philippe ITHURBIDE

Senior Economic Advisor

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