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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.
23 Apr 2024
Iran, Israel and the markets: what if the situation deteriorates further?
16 Apr 2024
Inflation and US bond yields: danger?
2 Apr 2024
France’s public debt issue has resurfaced, what should we do?
26 Mar 2024
Should we focus a little more on Europe in our equity strategy?
19 Mar 2024
What about gold?
12 Mar 2024
A stockmarket bubble? Really?
5 Mar 2024
What if the Fed does not lower interest rates?
27 Feb 2024
Should we invest in Japanese equities?
21 Feb 2024
Is SRI investment on a lasting downward slope?
13 Feb 2024
Emerging equity markets: Should we invest?
5 Feb 2024
A no landing is expected in 2024, thanks to the US
30 Jan 2024
Should we return to Chinese equities ?
23 Jan 2024
We will be watching developments in the Red Sea closely
15 Jan 2024
Taiwan: a close shave?
9 Jan 2024
US long-term bond yields: a crucial variable for the markets in 2024
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