Elections
RC - 2022.05 - Global views - french elections -slider
Monthly Cross Asset 6.05.2022 French presidential election: Macron’s victory provides continuity but lacks political support

The incumbent president’s re-election avoids an unpredictable political phase for France.

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Investment Talks 26.04.2022 Macron's re-election is positive for French assets

Understanding the outcome, policy and investment implications of the second-round of French presidential elections.

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Investment Talks 12.04.2022 French election: markets complacent for Macron victory, but game is not yet won

Update on the first round of the 2022 French Presidential elections

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Monthly Cross Asset 5.04.2022 French elections: let the race begin

The French 2022 election cycle is starting in the context of the war in Ukraine which favours to the incumbent president.

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Monthly Cross Asset 5.04.2022 Macron’s 2017-2022 economic policies: predominantly supply-side, before Covid shifted the priority to fiscal support

The first half of Emmanuel Macron’s term (from H2 2017 to the Covid outbreak, in Q1 2020) featured a significant number of “structural” or “supply-side” reforms, of the type generally considered favourable to long-term growth.

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Monthly Cross Asset 5.01.2022 LatAm's political pendulum takes a hard swing to the left in 2021

2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity super cycle unwind mid last decade and the political discontent likely set the entire shift in motion. Against the general trend, some elections cycles moved in the other direction as well.

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Monthly Cross Asset 5.01.2022 You asked, we answer - January 2022

Our Global Views team attempts to answer some of the questions often asked by our clients.

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Investment Talks 22.09.2021 German election remains open, with an eye on the green transition

Election outcome: The most likely winner in terms of votes and seats will either be the Social Democratic Party (SPD) or the conservative Christian Democratic Union/Christian Social Union (CDU/CSU). Likely scenarios include the ‘traffic-light’ coalition (SPD-Greens-pro-market Liberal Democratic Party, FDP) or the ‘Jamaica’ coalition (CDU/CSU-Greens-FDP). However, other combinations are possible.

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Investment Talks 23.06.2020 Biden's election momentum and financial markets
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Joe Biden has a historically large lead over President Donald Trump in the polls, including in the critical electoral college vote, but that could narrow closer to the election.

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