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    Elections: down and out in Paris and London
    investment insights elections

    Elections: down and out in Paris and London

    What do UK and French elections mean for economic policymaking and for our investment strategy? 

    Healthy economics, turbulent politics
    investment insights

    Healthy economics, turbulent politics

    Can political risks upend the improving growth and inflation outlook? Discover how we are investing for a hot political summer in our Q3 2024 video with Samy Chaar.

    First-round French vote leaves far-right short of absolute majority
    investment insights

    Election risk in the driving seat for the US dollar

    Could turbulent times boost the dollar? We assess the outlook and election scenarios. 

    First-round French vote leaves far-right short of absolute majority
    investment insights elections

    First-round French vote leaves far-right short of absolute majority

    We present our scenarios on the French elections after the first-round vote.

    Ten investment convictions for H2 2024
    investment insights

    Ten investment convictions for H2 2024

    How should investors navigate a turbulent second half? We present our 10 strongest convictions. 

    Europe’s political shifts, French scenarios and market implications
    investment insights elections

    Europe’s political shifts, French scenarios and market implications

    Deep political shifts are underway in the heart of Europe. We analyse three French election scenarios and asset class implications.

    rethink investments. Our new thematic approach
    investment insights

    rethink investments. Our new thematic approach

    We’ve reinforced our thematic equity framework, to reflect fundamental economic trends and as an integral part of our House View.

    Europe’s upturn is here but structural issues remain

    Things are looking up in Europe. What does this mean for our investment strategy? And what surprises might ECB rate decisions and European Parliamentary elections hold? 

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