Latest News

Some of our investment ideas

High yield stress is resurfacing

Date: 31 October, 2019
High-yield bonds have performed well in absolute and relative terms this year thanks to the major central banks U-turn. High-yield. . . . Read More

In search of Iconoclasts

Date: 25 October, 2019
An obsolete ¨Washington consensus¨ This consensus, which emerged in the early 90‘s, was based on 10 economic policy prescriptions, setting. . . . Read More

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