25/03/2026 Podcasts Iran: A temporary shock or a persistent shift? - Global Investment views by Outerblue Convictions The war in Iran has shaken markets and is threatening the stability of the global economy.
21/04/2022 Economy & Markets The energy crisis heightens inflation fears - Strategies to ... The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies...
5/04/2022 Economy & Markets Credit markets: more attractive valuations but we remain cau... Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe.
5/04/2022 Economy & Markets Will the Fed manage to restore price stability without a rec... The Fed is determined to hike rates rapidly. In the short-term the US economy will be supported by the many cushions present in the economy, as a result...
5/04/2022 Economy & Markets 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.
5/04/2022 Economy & Markets Macron’s 2017-2022 economic policies: supply-side, Covid shi... The first half of Emmanuel Macron’s term (from H2 2017 to the Covid outbreak) featured a significant number of “structural” or “supply-side” reforms,...
5/04/2022 Economy & Markets Market Scenarios and Risks - April 2022 We keep the narratives and the probabilities of our central and alternative scenario unchanged versus last month. The war in Ukraine could evolve in...