Must read articles

Elections
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Investment Talks 10.11.2022 US mid-term election: no red tide

Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout

More > 10 minutes
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Monthly Cross Asset 12.10.2022 Relaxed financial markets look at Lula’s comeback

The first electoral round was won by former President Lula. However, the incumbent, Bolsonaro, performed better than expected.

More 5 to 10 minutes
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Monthly Cross Asset 12.09.2022 LatAm elections cycles wrapping up: politics and policy transitions in full swing of uncertainty

LatAm’s dramatic elections calendar that landed three leftist presidents in the Andean region might be two-thirds over, but the political and policy uncertainty created by these election results is far from it.

More 5 to 10 minutes
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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.

More 5 to 10 minutes
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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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