The May 23-26 European Elections will likely result in a big gain of seats by Eurosceptics. We expect a coalition of Conservatives, Socialists and Liberals or Greens to retain a pro-EU majority in the more fragmented parliament.Read Now
Edited by the Macro & Market Research Team. The team of 13 analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.
The team translates macro and quant views into investment ideas that feed into the investment process.
For 10 months, China has been paying Tariffs to the USA of 25% on 50 Billion Dollars of High Tech, and 10% on 200 Billion Dollars of other goods. These payments are partially responsible for our great economic results.Read Now
Watch this video and discover our experts view on financial markets.Read Now
Since its access to the WTO in late 2001, China has seen a stellar rise of its economy, managing to raise its nominal GDP eight-fold and to become the largest export economy in the world.Read Now
Population ageing is one of the most disruptive trends of the twenty-first century: it is affecting nearly all sectors of the society, from labour market and productivity to savings and consumption behavior.Read Now
Following an unusually prolonged economic upswing, we may be approaching a late stage of the US cycle, characterized by slower growth and shrinking profit margins. While we are not there yet, investors may ask how to best position for a maturing cycle.Read Now