Anglais
A 4 to 7 pages document published every Monday morning, on a key current subject for the markets, always with operational conclusions in terms of investment strategy.
15 juil. 2025
Trump is not so TACO after all: tariffs back on the agenda
8 juil. 2025
What strategy with the strong euro?
1 juil. 2025
Overweighting Small caps in Europe: should we continue?
23 juin 2025
Operation Rising Lion 10 days in
17 juin 2025
Israel/Iran: what should we do?
9 juin 2025
Section 899: danger?
3 juin 2025
Tariffs: where are we heading?
26 mai 2025
Is it really the end of American exceptionalism?
20 mai 2025
Equities: eight bearish arguments and three bullish ones
13 mai 2025
Simple question: where will the S&P 500 be in three months?
29 avr. 2025
What about Chinese equities?
24 avr. 2025
Trump and Powell: one controversy too far ?
7 avr. 2025
Liberation Day and asset allocation
2 avr. 2025
France: Still 2 years left before the presidential elections…
1 avr. 2025
Gold: should we continue to increase positions?
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