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Weekly Editorials

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A 4 to 7 pages document published every Monday morning, on a key current subject for the markets, always with operational conclusions in terms of investment strategy.

9 Jun 2025

Section 899: danger?

3 Jun 2025

Tariffs: where are we heading?

26 May 2025

Is it really the end of American exceptionalism?

20 May 2025

Equities: eight bearish arguments and three bullish ones

13 May 2025

Simple question: where will the S&P 500 be in three months?

29 Apr 2025

What about Chinese equities?

24 Apr 2025

Trump and Powell: one controversy too far ?

7 Apr 2025

Liberation Day and asset allocation

2 Apr 2025

France: Still 2 years left before the presidential elections…

1 Apr 2025

Gold: should we continue to increase positions?

25 Mar 2025

Why we are overweight European credit

18 Mar 2025

Is there a risk of recession in the US?

10 Mar 2025

Germany’s and Europe’s awakening: what next?

24 Feb 2025

Market impact of Friedrich Merz’s victory

18 Feb 2025

Should we continue to overweight China?

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