2 déc. 2025

The sun still shines on Madrid and Barcelona: Spanish assets

25 nov. 2025

US commercial real estate: Should we be worried?

14 nov. 2025

What should we do if we fret a tech bubble burst?

4 nov. 2025

EM equity markets – our current country picks

29 oct. 2025

Taking a long-term view, what outlook for European defence stocks?

21 oct. 2025

A new step in the US-China trade war. What next?

9 oct. 2025

The ECB still on a suicidal strategy: bearing on investment strategy

6 oct. 2025

Are we sure the shutdown will have no market impact?

30 sept. 2025

Chinese equity market: reduce position but remain bullish Tech

24 sept. 2025

Economic and political situation in France

23 sept. 2025

France: Decadence rhymes with Depression

17 sept. 2025

Gold, silver and gold miners: Again and again?

5 sept. 2025

What happens when the Fed starts to cut rates again after a pause?

2 sept. 2025

A French political comedy (contd.)

26 août 2025

After Anchorage and Washington - impact on investment strategy