MORTIER Vincent
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Investment Talks 13.09.2022 Reassessing the view on Europe: hot questions for investors

To understand how the stagflationary environment in Europe affects the region's markets.

More 5 to 10 minutes
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Global Investment Views 7.09.2022 Global Investment Views - September 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
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Global Investment Views 29.07.2022 Global Investment Views - August 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
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Global Investment Views 1.07.2022 Global Investment Views - July 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
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Investment Outlook 1.07.2022 H2 2022 Investment Outlook - Life above zero: investors’ journey at a time of rising rates

The H2 economic outlook will feature divergences in growth, inflation and policy mix across regions. Stagflation risk will be a common feature across Developed Markets (DM). In addition, since there will no longer be a synchronous global cycle, country risk is back.

More > 10 minutes
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Investment Talks 21.06.2022 French elections results open a phase of political gridlock

The fragmentation of votes into irreconcilable political blocs with no absolute majority creates a political situation unprecedented under the Fifth Republic.

More 5 to 10 minutes
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Investment Talks 16.06.2022 A (stag?)flationary tantrum: assessing the current market sell-off

We are entering a tough phase of the regime shift, as the risks over economic growth add to the already hot inflationary backdrop. This means that stagflation fears will continue to drive the market and risk assets are likely to remain very volatile, particularly the most indebted companies and those with still excessive valuations.

More 5 to 10 minutes
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Global Investment Views 1.06.2022 Global Investment Views - June 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
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Insights Paper 3.05.2022 Global real estate markets: rich valuations, but not a source of systemic risk

Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.

More > 10 minutes

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