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March 4, 2024 - Are we getting closer to interest rate cuts ?
March was supposed to be the month of the first interest rate cut in the US and in Europe. But given the latest macroeconomic data, as...
Mar 4, 2024


February 19, 2024 - FOMO pushes more people into the equity markets.
Fear Of Missing Out (FOMO) is a strong sentiment among investors, which sometimes leads them to rush into buying the asset class in which...
Feb 19, 2024


February 12, 2024 - Europe's gems are starting to shine again.
International investors are increasingly looking at European stocks, as the valuation gap with their US peers is wide , compared to the...
Feb 12, 2024


February 5, 2024 - China: will history repeat itself, exactly 10 years after ?
In 2014, the local Chinese market started a rally which stopped at about 150% higher in a matter of just 15 months. That rally brought...
Feb 5, 2024


January 29, 2024 - The "Magnificent-7" might have lost one member.
The year has started with impressive share price moves for the Magnificent-7, with just a couple of exceptions. As a reminder, the...
Jan 29, 2024


January 22, 2024 - Protection is becoming attractive again.
It feels strange to discuss about buying protection and quality assets, as the S&P500 hit a new record high and headlines are talking...
Jan 22, 2024
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