![RC-2022.04-ESG-Thema#9-slider](/sites/default/files/styles/583x300/public/2022-04/RC-2022.04-ESG-Thema%239-slider.jpg?itok=V1g7fJzh)
![RC-2022.04-ESG-Thema#9-slider](/sites/default/files/styles/583x300/public/2022-04/RC-2022.04-ESG-Thema%239-slider.jpg?itok=V1g7fJzh)
26/04/2022
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ESG Thema
ESG Thema #9 - Engaging on Human rights: Identifying risks and promoting best practices
This paper is the first of our ESG Thema series on social issues.
![RC - 2022.04 - Market-Story-Inflation - Cover](/sites/default/files/styles/583x300/public/2022-04/RC%20-%202022.04%20-%20Market-Story-Inflation%20-%20Cover_2.png?h=4d68a16d&itok=r1VBAZo_)
21/04/2022
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Economy & Markets
The energy crisis heightens inflation fears - Strategies to protect portfolios from inflation risk
The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies investors can implement to protect their portfolios from inflation.
![RC - 2022.04 - psychology-is - cover](/sites/default/files/styles/583x300/public/2022-04/RC%20-%202022.04%20-%20psychology-is%20-%20cover.jpg?h=4bb6945d&itok=z4FRsFjm)
20/04/2022
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Economy & Markets
The inflation psychology is kicking in
Understanding the dynamics of inflation and how the psychology of inflation can make it more permanent than expected
![RC - 2022.04 - ECB strikes a somewhat dovish tone...](/sites/default/files/styles/583x300/public/2022-04/GettyImages-956836490.jpg?h=78624c45&itok=x7MqN3gM)
15/04/2022
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Central Banks
ECB strikes a somewhat dovish tone, despite inflation remaining top priority
We expect QE to end in Q3, as announced, followed by rate normalisation, which is likely to lift rates out of negative territory over the next few months, with two hikes before year-end, followed by another in Q1 2023
![RC - 2022.04 - First Round France Election - cover](/sites/default/files/styles/583x300/public/2022-04/RC%20-%202022.04%20-%20First%20Round%20France%20Election%20-%20cover.jpg?h=2305f9f8&itok=6nfroDDP)
12/04/2022
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Economy & Markets
Sovereign entities
French election: markets complacent for Macron victory, but game is not yet won
Update on the first round of the 2022 French Presidential elections
![Working-Paper-600x-400](/sites/default/files/styles/583x300/public/2021-10/Working-Paper-600x-400.png?h=252f27fa&itok=aM062l77)
07/04/2022
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Asset Allocation
Equity
Monitoring Narratives: an Application to the Equity Market
In this research, we show that variables from the Global Database of Events, Language and Tone (GDELT) convey significant informational content that can improve on a purely macroeconomic approach when modeling the US equity market.
![RC - 2002.04 - Cross Asset US economy and markets](/sites/default/files/styles/583x300/public/2022-04/Ukraine%20-%20GettyImages-1311962973.jpg?h=84a45e47&itok=fK6fNmzO)
05/04/2022
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Geopolitics
US economy and markets look resilient regarding the Russia-Ukraine crisis
Update on Ukranian crisis focusing on US economy and investment implications
![RC - 2022.04 - Cross asset - Ukraine: where do we stand?](/sites/default/files/styles/583x300/public/2022-04/March-1390x467.png?h=59541118&itok=uEIaIa4x)
05/04/2022
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Investment Outlook
Geopolitics
Ukraine: where do we stand?
By calling the war in Ukraine a «tectonic shift in European history», European leaders are giving an indication of the regime changes this war could lead to in the medium term.
![RC - 2022.04 - Cross Asset - Credit markets](/sites/default/files/styles/583x300/public/2022-04/credit%20market%20-GettyImages-1148409787.jpg?h=37c3a93f&itok=MzhU9CUM)
05/04/2022
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Investment Outlook
Credit markets: more attractive valuations but we remain cautious
Valuations are now a little more attractive. However, the environment remains
challenging, particularly in Europe.
challenging, particularly in Europe.