19.09.2023

Hovering flight or losing altitude?

13.09.2023

Economic outlook: a bittersweet cocktail (mostly bitter)

13.07.2023

Legitimate questions

15.06.2023

Small is beautiful

16.05.2023

Choose your side

Market Insights

Hovering flight or losing altitude?

While the holiday season in Europe was marked by extreme weather, capital markets managed to avoid major turbulence over the summer.

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Market Insights

Market Insights

Economic outlook: a bittersweet cocktail (mostly bitter)

This summer, economic activity has displayed varied trends across different regions.

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Market Insights

Market Insights

Legitimate questions

As outlined by Bruno Cavalier in his latest Macroview editorial, the global economy is sending out mixed signals.

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Market Insights

Market Insights

Small is beautiful

It is well established by financial theory (Fama & French) and empirical observations that, over a long period, European small caps have consistently outperformed large ones.

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Market Insights

Market Insights

Choose your side

We are sticking to our defensive bias of last month, focusing on growth stocks and exposure to corporate and government bonds on the short section of the curve

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Market Insights

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