Politics
RC-2022.09-invt-talk-italy-election-slider
Investment Talks 27.09.2022 Italy election: no major surprise from the polls, maybe positive for markets

Election outcome and political scenario: The centre-right coalition won Italy’s general election on 25 September, with approximately 44% of votes.

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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.

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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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RC - 2022.04 - First Round France Election - cover
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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2021.09 - German election - Slider-1390x467
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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2021-01-IT-Italy outlook-Slider
Investment Talks 15.01.2021 Italy: ECB's umbrella to protect bond market, despite uncertain political situation
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Investors on the Italian government bonds market should consider any slip in the Italian bond market as an opportunity to increase their exposure.

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Monthly Cross Asset 2.10.2020 Japan: Policy continuity expected under Suganomics
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Japan: Policy continuity expected under Suganomics

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