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Some of our investment ideas

The war in Ukraine gives a strong boost to the European energy transition with the REPowerEu

Date: 25 May, 2022
The reduction in European imports of Russian oil, gas and coal and the total shutdown (to be seen!) within 2. . . . Read More

(Painful) De-risking

Date: 16 May, 2022
Democratizing finance. The ultimate elusive paradigm shift? Paradigm shifts are often announced (¨this time is different¨) but, in reality, less. . . . Read More

Energy – Industrial Metals

Date: 9 May, 2022
From a supply shock to a demand shock? Energy and industrial metal prices are rising due to multiple disruptions caused. . . . Read More

Fixed income. ECB tightening coming soon

Date: 2 May, 2022
The European Central Bank has been removing stimulus at the slowest possible pace this year. The surge in inflation is. . . . Read More

Bonds. Mutualization tool

Date: 4 April, 2022
The surprisingly unanimous decisions taken by European leaders about the Ukrainian support and Russian sanctions have rekindled the idea of. . . . Read More