Politics
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Investment Talks 20.03.2023 France: The pension reform puts politics under strain, but major instability unlikely

Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities and bonds.

More 5 to 10 minutes
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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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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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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.

More > 10 minutes
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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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