Our business

Our business: investment strategy consulting

Since its inception in 1986, and then in 2009 when Jean-Pierre Petit took over, Les Cahiers Verts de l’Économie has been specialised in fundamental and operating research in investment strategy.

 

Our experts cover all asset classes (equities, fixed income, exchange rates, commodities, property, private equity, etc.) on a global scale, via a range of complementary services:

 

  • fundamental macroeconomic research (Catallaxis)
  • Investment strategy
    • in the medium term (asset allocation)
    • tactical and opportunistic, for a short, one-month, horizon (Dashboard)
    • on major emerging economies (EM strategy)
  • as well as:
    • (i) brief, one-off reports on specific issues (Editorials) or in-depth research (thematic analysis) on themes with implications for the financial markets
    • (ii) weekly analysis of a topical issue and operating impact (Weekly Editorial)
    • (iii) monthly charts (recent macroeconomic and market momentum)
    • (iv) executive summaries (weekly or monthly)

 

Our economists also deliver a broad range of economics and financial markets courses and run conferences dedicated to economics and finance.

 

Support to corporate heads for all sizes of companies

 

Our diversified client base includes many household names:

 

  • Asset managers (Rothschild & Co, Amundi, etc)
  • Investors
  • Financial advisers
  • Family offices
  • Market operators
  • Major multinationals (LVMH, Seb, etc.)
  • Some public corporations (BIS, Caisse des Dépôts et Consignations, Aéroports de Paris, etc.)
  • Business heads
  • CFOs

 

 The quality of our services, our expertise, consistency and transparency, have helped us grow our client base steadily since 2009:

 

Our clients, Asset managers, Investors, Financial advisers, Family offices

Investment strategy

Contact us

Our strategist economists are at your disposal

+33 1 53 42 65 33 socofi@socofi.com

Informations

France's leading independent research company in macroeconomics and investment strategy.