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Some of our investment ideas

A welcome short-term relief ?

Date: 17 October, 2019
Donald Trump lost. In launching his trade war against the whole world, he said that "a trade war is easy. . . . Read More
Vent changement

Fixed income. Wind of change in Europe

Date: 3 October, 2019
Another unexpected shake-up at the ECB Sabine Lautenschläger will resign by the end of October. She has been on Executive. . . . Read More
Union européene

Innovation, the new European Agenda

Date: 30 September, 2019
What about ¨Veganising¨ the ECB? The new team of European Union leaders will have to strengthen, federate and relaunch the. . . . Read More
Devise

Currencies. Back to basics

Date: 19 September, 2019
The intuitive response to more ECB easing should be a lower currency. However, there are factors that will limit any. . . . Read More

Chinese Way

Date: 12 September, 2019
Moral Hazard variations Moral hazard exists when a party to a transaction has an incentive to take unusual business risks,. . . . Read More