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July 1st, 2024 - A hot month ahead.
July is traditionally a friendly month for risky assets. But with French and UK elections entering the center-stage, not to mention the...
Jul 1, 2024


June 24, 2024 - France: Tough choices ahead for voters (and investors).
France is home for some of Europe's gems whether in luxury, industrials, energy or consumer/household goods. And the likes of L'Oreal,...
Jun 24, 2024


June 17, 2024 - Politicians fight to get elected, but markets eventually rule ...
Politics are back in the forefront in Europe, but we should not forget that the US is having its own presidential elections in early...
Jun 17, 2024
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