Latest News

Some of our investment ideas

As usual, the US attacks the weakest countries

Date: 13 June, 2019
The US Treasury released its semi-annual report on the FX policies Despite revising the criteria and expanding the universe, it. . . . Read More
Trade war

Equities. The trade war is accelerating

Date: 6 June, 2019
China counterattacks It has just published an official document accusing the United States of being responsible for the end of. . . . Read More
Rare Earth

Rare earths, a means of pressure of the Chinese on Americans ?

Date: 29 May, 2019
Have the Chinese found a means of pressure to counter Donald Trump's commercial and technological war (Huawei) ? Perhaps. Rare. . . . Read More

Fixed income. Investors are misreading the BBB space risks

Date: 23 May, 2019
The recession fears and the absence of a trade agreement have raised the risk aversion. This has led to a. . . . Read More
Amérique du Sud

Currencies. High dispersion amongst South American currencies

Date: 16 May, 2019
Higher risk aversion and a stronger USD caused recently a persistent LATAM currencies’ weakness. They have erased all their January. . . . Read More