​This report looks behind political risk and uncertainty, and attempts to draw some conclusions for economic and financial analysis. It expresses the view that there are fundamental trends behind the confluence of political surprises in recent years. If the tectonic plates of global politics are shifting, the margin of error in political forecasting becomes larger and the range of plausible scenarios becomes wider.​

Chief Economist
Ludovic joined Euler Hermes as Chief Economist in 2011. He also heads macroeconomic and thematic research for Allianz SE globally since 2017. Ludovic sits on the Board of Directors of Solunion, Euler Hermes’ joint venture company for Spain and Latin America.