top of page

Publications
Search


November 11th, 2024 - Trump 2.0 : Boom or bust ?
To be re-elected as President of the US, after having lost an election, is a very rare event . In fact , Donald Trump will be only the...
Nov 11, 2024


November 4th, 2024 - Fasten your seat belts.
US elections is never a trivial event, let alone now that the world is still in the aftermath of the pandemic and not to mention two wars...
Nov 4, 2024


October 28th, 2024 - Two exciting months ahead until year end.
For starters, the holiday season is coming up, but i t is also the part of the year when markets traditionally perform the best . Then...
Oct 28, 2024


October 21st, 2024 - Have European consumer names bottomed ?
The previous exuberance has turned into utter avoidance for European consumer stocks . During the pandemic, consumers could basically do...
Oct 21, 2024


October 14th, 2024 - There are tricky paths ahead for markets.
Financial markets are currently pricing the "best-of-all-worlds" scenario, or to use a cliché, the "Goldilocks" scenario . Equities are...
Oct 14, 2024


October 7th, 2024 - Sentiment is improving despite the precarious times.
Investors continued celebrating the "resurrection" of China and good news on the state of the US economy gave equities a further push...
Oct 7, 2024
bottom of page
