Philippe ITHURBIDE

Senior Economic Advisor

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7/06/2021

Inequality: What's at Stake (2/4) - Pro- and Anti-Piketty: 20-Topic Literature Review

No one disputes that Piketty's books are groundbreaking, that his team's research is foundational, and that their datasets and reports are invaluable....

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1/07/2019

Portfolio Strategy

Emerging Markets: Vulnerability and contagion risks... Fragi...

This article is aimed at analysing contagion within the emerging world in the past decades

1/07/2019

Portfolio Strategy

How to differenciate emerging countries? New approaches for ...

Once accepted the idea that the emerging world may behave like a block in period of crises (as the group of advanced countries also does), one must wonder...

18/06/2019

Emerging Markets

Investing in the changing shape of Emerging Markets

The emerging markets (EM) universe has experienced significant changes in the last decade with the further addition of investible countries (ie China...

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2/05/2019

Geopolitics

Who will lead the World Economy?

When we talk about leadership, we also talk about rivalry… and 2018 was undoubtedly a particularly emblematic year of rivalry, especially between the...

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30/04/2019

Economy & Markets

Is inflation definitely dead or simply dormant? Consequences...

In history, there have been periods when it was dormant, but revivals have always been painful. What is striking at present is the inability of some countries...

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27/02/2019

Capital Market Assumptions

Asset Classes Views: Medium and long term expected returns

Our approach to expected returns estimates is model driven. We break down asset class dynamics into a long term component (or trend/fair value), mainly...

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