![RC - 2022.05 - Global views - french elections -slider](/sites/default/files/styles/583x300/public/2022-05/RC%20-%202022.05%20-%20Global%20views%20-%20french%20elections%20-slider.png?h=aec30908&itok=FaU1QZRq)
![RC - 2022.05 - Global views - french elections -slider](/sites/default/files/styles/583x300/public/2022-05/RC%20-%202022.05%20-%20Global%20views%20-%20french%20elections%20-slider.png?h=aec30908&itok=FaU1QZRq)
06/05/2022
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Investment Outlook
Geopolitics
French presidential election: Macron’s victory provides continuity but lacks political support
The incumbent president’s re-election avoids an unpredictable political phase for France.
![RC-2022.05-This-Month-Topic-slider](/sites/default/files/styles/583x300/public/2022-05/RC-2022.05-This-Month-Topic-slider.jpg?h=c115abfd&itok=J7GqysgT)
05/05/2022
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Investment Outlook
Q2 2022: A late cycle with a greater focus on inflation
The shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still decelerating at a global level but with tentative signs of stabilisation.
![RC-2022.05-Investment-Insight-paper-slider](/sites/default/files/styles/583x300/public/2022-05/RC-2022.05-Investment-Insight-paper-slider.png?h=bd2696c1&itok=Exh26r0M)
05/05/2022
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Economy & Markets
Asset Allocation
Setting your investment objectives: institutional asset allocation practice
Understanding the factors that contribute to setting investment objectives in the Investment Policy Statement.
![RC-2022.05-Real-Estate-Insight-paper-slider](/sites/default/files/styles/583x300/public/2022-05/RC-2022.05-Real-Estate-Insight-paper-slider.png?h=330c9e75&itok=0KzbBgs8)
03/05/2022
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Real Assets
Economy & Markets
Global real estate markets: rich valuations, but not a source of systemic risk
Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
![RC-GIV-slider](/sites/default/files/styles/583x300/public/2022-02/RC-GIV-slider.png?h=330c9e75&itok=WAlieBxq)
28/04/2022
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Investment Outlook
Global Investment Views - May 2022
We are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US economy) and in market performances.
![RC - 2022.04 - Inv-Talks - Fed-behind-the-curve - cover](/sites/default/files/styles/583x300/public/2022-04/RC%20-%202022.04%20-%20Inv-Talks%20-%20Fed-behind-the-curve%20-%20cover.png?h=96eb95f7&itok=HRSa739t)
27/04/2022
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Economy & Markets
Central Banks
Adding to the debate: “Is the Fed behind the curve"?
Interpretation on the view that the Fed is "behind the curve" from Fed official and investment implications associated with the statement.
![RC - 2022.04 - Investment talks - Commodities - cover](/sites/default/files/styles/583x300/public/2022-04/RC%20-%202022.04%20-%20Investment%20talks%20-%20Commodities%20-%20cover%20.png?h=16f1e0b5&itok=9q7pq8-9)
27/04/2022
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Asset Allocation
Economy & Markets
War and Net Zero offer opportunities across the commodity universe
Understanding the role that commodities could play in portfolio diversification under a regime of high and persistent inflation.
![RC-2022.04--Macron's-re-election-slider](/sites/default/files/styles/583x300/public/2022-04/RC-2022.04--Macron%27s-re-election-slider.png?h=330c9e75&itok=CPrs1Kj3)
26/04/2022
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Economy & Markets
Sovereign entities
Macron's re-election is positive for French assets
Understanding the outcome, policy and investment implications of the second-round of French presidential elections.