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August 12th, 2024 - Stay safe (and sane) in volatile times.
In our last weekly review in mid-July we said that volatility has remained abnornally low, positioning is very stretched and the summer...
Aug 12, 2024


July 15th, 2024 - Time to recharge our batteries.
The time has come for the summer break and this will be the last weekly review until the 12th of August. Last year, around the same part...
Jul 15, 2024


July 8th, 2024 - Are consumers (and economies) reaching their limits ?
The central bankers believe that they can engineer a "soft landing" of the economies while pushing inflation to below 2%. Hence they have...
Jul 8, 2024


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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