Latest News

Some of our investment ideas

Better bend than break

Date: 13 December, 2018
Populism now threatens Europe, thanks to active crusaders Populist parties are dreaming of transforming these elections into "a referendum between. . . . Read More

Equities. A theme for 2019: 5G

Date: 13 December, 2018
The launch of 5G is imminent in the United States, South Korea, China and Japan, from 2019. Later in Europe.. . . . Read More

Quality First!

Date: 13 December, 2018
Higher macro volatility spells lower visibility OECD leading indicators weakened over last summer with almost total indifference. The flamboyant US. . . . Read More

Currencies. Has US core inflation already peaked?

Date: 22 November, 2018
US inflation bounced back in October, with the largest monthly gain since January, as widely expected. On a year-over-year basis,. . . . Read More

Fixed income. Draghi optimism reflects his wish to end net purchases

Date: 21 November, 2018
Draghi delivered a positive economic outlook. While some surveys have been somewhat weaker, the incoming data still suggest a continuation. . . . Read More