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| Episode | Date |
|---|---|
|
Matières premières : à la recherche d’un point d’entrée
|
Apr 30, 2026 |
|
Look for an entry point in commodities
|
Apr 30, 2026 |
|
Le conflit en Iran ravive les risques sur l’inflation et la dette
|
Apr 22, 2026 |
|
Iran conflict reignites debt and inflation risks
|
Apr 22, 2026 |
|
The Midlle East conflict - We answer more of your questions
|
Apr 17, 2026 |
|
Conflit au Moyen-Orient Les questions posées par nos clients
|
Apr 17, 2026 |
|
Conflit au Moyen-Orient - Réponses à vos questions après le récent cessez-le-feu
|
Apr 08, 2026 |
|
The Middle East Conflict - Answers to more client questions following the recent ceasefire
|
Apr 08, 2026 |
|
Or et métaux précieux : analyse après la récente correction
|
Mar 27, 2026 |
|
Gold and precious metals: update after recent correction
|
Mar 27, 2026 |
|
The value stock revolution
|
Mar 19, 2026 |
|
Our Investment Strategy for March 2026
|
Mar 11, 2026 |
|
Notre stratégie d'investissement pour mars 2026
|
Mar 11, 2026 |
|
A wind of Change in Latin America
|
Feb 26, 2026 |
|
European Banks: further to go
|
Feb 19, 2026 |
|
Banques européennes : un potentiel toujours intact
|
Feb 19, 2026 |
|
Notre stratégie d'investissement pour février 2026
|
Feb 13, 2026 |
|
Our Investment Strategy for February 2026
|
Feb 13, 2026 |
|
After the correction, is gold still a safe haven?
|
Feb 06, 2026 |
|
Asia: Disruption by Design
|
Jan 29, 2026 |
|
Infrastructure: Laying the foundation for growth
|
Jan 22, 2026 |
|
Notre stratégie d'investissement pour janvier 2026
|
Jan 15, 2026 |
|
Our Investment Strategy for January 2026
|
Jan 15, 2026 |
|
Les équilibres fragiles de l’économie japonaise
|
Jan 08, 2026 |
|
The Fragile Balances of Japan’s Economy
|
Jan 08, 2026 |
|
2025 : une année d’incertitudes
|
Dec 18, 2025 |
|
2025: a year of uncertainties
|
Dec 18, 2025 |
|
Our Investment Strategy for December 2025
|
Dec 11, 2025 |
|
Notre stratégie d'investissement pour décembre 2025
|
Dec 11, 2025 |
|
Entering a copper squeeze
|
Dec 04, 2025 |
|
Cooling of investors over-optimism
|
Nov 21, 2025 |
|
Our Investment Strategy for November 2025
|
Nov 13, 2025 |
|
Notre stratégie d'investissement pour novembre 2025
|
Nov 13, 2025 |
|
What to buy in the US ex-Tech
|
Nov 06, 2025 |
|
Les services aux collectivités ont le vent en poupe
|
Oct 30, 2025 |
|
Why Utilities are NOT boring
|
Oct 30, 2025 |
|
Rare Earths: A new flashpoint
|
Oct 23, 2025 |
|
Podcast Solar Panels
|
Oct 16, 2025 |
|
Stratégie d'Investissement Octobre 2025
|
Oct 09, 2025 |
|
Our Investment Strategy for October 2025
|
Oct 09, 2025 |
|
The rise of the Terrific Ten Chinese tech stocks
|
Oct 07, 2025 |
|
Les matières premières : le maillon manquant dans un portefeuille
|
Sep 26, 2025 |
|
Commodities: the missing section in portfolio diversification
|
Sep 26, 2025 |
|
Le lithium contre-attaque
|
Sep 19, 2025 |
|
Lithium batteries strike back!
|
Sep 19, 2025 |
|
Notre stratégie d'investissement pour septembre 2025
|
Sep 11, 2025 |
|
Our Investment Strategy for September 2025
|
Sep 11, 2025 |
|
The stock market: breakouts galore!
|
Sep 02, 2025 |
|
The Tariff Deal with the EU
|
Aug 01, 2025 |
|
L'accord douanier conclu avec l’UE
|
Aug 01, 2025 |
|
Precious metals: Nowhere near the end of the road
|
Jul 18, 2025 |
|
Métaux précieux : la tendance haussière devrait se poursuivre
|
Jul 18, 2025 |
|
Our Investment Strategy for July 2025
|
Jul 09, 2025 |
|
Notre stratégie d'investissement pour le mois de juillet 2025
|
Jul 09, 2025 |
|
Weaker dollar ahead: what it means for currency markets
|
Jul 03, 2025 |
|
Affaiblissement du dollar : quelles implications pour les marchés des changes
|
Jul 03, 2025 |
|
Our 2025 Investment Themes Mid-Year Update
|
Jun 25, 2025 |
|
Nos thèmes d'investissement 2025 actualisés
|
Jun 25, 2025 |
|
Uranium: a key zero-carbon baseload energy source
|
Jun 18, 2025 |
|
Our Investment Strategy for June 2025
|
Jun 12, 2025 |
|
Notre stratégie d'investissement pour le mois de juin 2024
|
Jun 12, 2025 |
|
Who benefits from a weaker US dollar?
|
May 28, 2025 |
|
US growth concerns and the attractions of infrastructure
|
May 21, 2025 |
|
La Suisse face aux conséquences de l'aversion au risque
|
May 07, 2025 |
|
Switzerland: navigating the consequences of risk aversion
|
May 07, 2025 |
|
The 5% from 12-month highs system
|
May 02, 2025 |
|
Focus on the long term, not just April
|
Apr 24, 2025 |
|
US recession is now consensus (but not for us)
|
Apr 16, 2025 |
|
Notre stratégie d'investissement pour le mois d'avril 2025
|
Apr 09, 2025 |
|
Our Investment Strategy for April 2025
|
Apr 09, 2025 |
|
US stock market vulnerable to foreign investor flows
|
Mar 28, 2025 |
|
La vulnérabilité du marché boursier américain aux investisseurs étrangers
|
Mar 28, 2025 |
|
Extreme US bearish sentiment marks a tactical turning point
|
Mar 20, 2025 |
|
Market corrections are the cost of investing for long-term gains
|
Mar 11, 2025 |
|
Is American exceptionalism here to stay?
|
Feb 19, 2025 |
|
DeepSeek, Implications for Global Technology and China Equities?
|
Feb 17, 2025 |
|
Notre stratégie d'investissement pour le mois de février 2025
|
Feb 12, 2025 |
|
Our Investment strategy for February 2025
|
Feb 12, 2025 |
|
Obligations d'entreprises à haut rendement en euros : l'année 2024 pourrait ne pas se répéter
|
Jan 24, 2025 |
|
Euro high yield corporate bonds: 2025 may not be a repeat of 2024
|
Jan 24, 2025 |
|
Notre stratégie d'investissement pour janvier 2025
|
Jan 15, 2025 |
|
Our investment strategy for January 2025
|
Jan 15, 2025 |
|
2025 Investment Themes
|
Dec 18, 2024 |
|
Nos Thèmes d'investissement 2025
|
Dec 18, 2024 |
|
Positive Seasonal Trends in the US Retail sector
|
Dec 05, 2024 |
|
L'issue des élections américaines suggère un renforcement du dollar
|
Nov 28, 2024 |
|
The US election outcome suggests a stronger dollar
|
Nov 28, 2024 |
|
Le Trump Trade 2.0
|
Nov 21, 2024 |
|
Trump trade 2.0
|
Nov 21, 2024 |
|
Les constructeurs automobiles européens dérapent
|
Oct 30, 2024 |
|
Hedge Funds : focus sur les stratégies event-driven (2/2)
|
Oct 30, 2024 |
|
Hedge Funds : focus sur les stratégies event-driven (1/2)
|
Oct 30, 2024 |
|
A deep dive into event-driven strategies within the world of hedge funds (2/2)
|
Oct 30, 2024 |
|
A deep dive into event-driven strategies within the world of hedge funds (1/2)
|
Oct 30, 2024 |
|
European carmakers on the skids
|
Oct 23, 2024 |
|
When the going gets tough, the markets get going
|
Oct 17, 2024 |
|
Notre stratégie d'investissement pour octobre 2024
|
Oct 10, 2024 |
|
Ouri investment strategy for October 2024
|
Oct 10, 2024 |
|
The employment puzzle: can central banks maintain stability?
|
Sep 27, 2024 |
|
Fed: The rate-cutting cycle has started with a bang
|
Sep 20, 2024 |
|
Fed : le cycle de baisse des taux commence fort
|
Sep 20, 2024 |
|
Pourquoi investir dans le secteur de l’assurance ?
|
Sep 19, 2024 |
|
Investing in insurance: what’s the claim?
|
Sep 18, 2024 |
|
What benefits from lower interest rates?
|
Sep 09, 2024 |
|
3 points to remember for the Summer
|
Aug 01, 2024 |
|
Our 2024 Investment Themes mid-year update
|
Jul 24, 2024 |
|
Nos thèmes d'investissement 2024 actualisés
|
Jul 24, 2024 |
|
Our market outlook for the rest of 2024
|
Jul 19, 2024 |
|
Notre stratégie d’investissement pour le mois de juillet 2024
|
Jul 11, 2024 |
|
Our investment strategy for July 2024
|
Jul 11, 2024 |
|
What happened in H1 plus ideas for H2
|
Jul 05, 2024 |
|
Our 2024 Investment Themes Mid-Year Update
|
Jun 26, 2024 |
|
Tour d’horizon des obligations d'entreprises Investment Grade
|
Jun 20, 2024 |
|
A quick tour of euro Investment Grade corporate bonds
|
Jun 20, 2024 |
|
Opportunities in unloved stock markets today
|
Jun 12, 2024 |
|
Le potentiel d’investissement du cuivre
|
Jun 05, 2024 |
|
The Investment Potential of Copper
|
Jun 05, 2024 |
|
China: Bottom in or will the property sector DragOn?
|
May 28, 2024 |
|
Equity Markets, potential for growth amid high valuations
|
May 24, 2024 |
|
Les actions battent-elles vraiment le cash ?
|
May 16, 2024 |
|
Do Stocks really beat Cash?
|
May 15, 2024 |
|
Notre stratégie d'investissement pour le mois de mai 2024
|
May 07, 2024 |
|
Our Investment Strategy for May 2024
|
May 07, 2024 |
|
Emerging Markets: The EMpire strikes back
|
May 06, 2024 |
|
Ramping up investment in electricity transmission infrastructure
|
Apr 23, 2024 |
|
Point sur l'impact actuel des tensions entre Israël, Gaza et l'Iran sur les marchés financiers
|
Apr 19, 2024 |
|
Summarising the current impact of Israel-Gaza-Iran tensions on financial markets
|
Apr 17, 2024 |
|
Our investment strategy for April 2024
|
Apr 10, 2024 |
|
Notre stratégie d’investissement pour le mois d’avril 2024
|
Apr 10, 2024 |
|
Make a way for women investors
|
Apr 03, 2024 |
|
Stock Markets are eating themselves
|
Mar 26, 2024 |
|
L’or, un metal précieux pas comme les autres
|
Mar 20, 2024 |
|
Gold is much more than just a barbarous relic
|
Mar 20, 2024 |
|
Our Investment Strategy for March 2024
|
Mar 13, 2024 |
|
Notre stratégie d'investissement pour mars 2024
|
Mar 13, 2024 |
|
Know the essentials of trend-following
|
Mar 11, 2024 |
|
Ce qu’il faut savoir sur le suivi de tendance
|
Mar 11, 2024 |
|
Today is not like the 2000 dot com bubble
|
Mar 01, 2024 |
|
Our investment strategy for February 2024
|
Feb 15, 2024 |
|
Are US stocks the only game in town?
|
Feb 05, 2024 |
|
Buy New Highs
|
Jan 25, 2024 |
|
Notre stratégie d'investissement pour janvier 2024
|
Jan 17, 2024 |
|
Our investment strategy for January 2024
|
Jan 17, 2024 |
|
Retour au calme après le rallye de fin d'année
|
Jan 12, 2024 |
|
Cooling off after a year-end sprint
|
Jan 12, 2024 |
|
Perspectives 2024 : pourquoi nous restons positifs sur les actions et les crédits aux entreprises ?
|
Dec 15, 2023 |
|
Outlook 2024: Why we stay positive on Stocks and Corporate Credit
|
Dec 15, 2023 |
|
Podcast - Death to "higher for longer"
|
Dec 01, 2023 |
|
Can we expect a year-end rally in the stock market?
|
Nov 22, 2023 |
|
How to invest sustainably without sacrificing performance ?
|
Nov 09, 2023 |
|
Comment investir de manière durable sans sacrifier la performance ?
|
Nov 09, 2023 |
|
Five surprising facts about Gold
|
Nov 03, 2023 |
|
Cinq faits surprenants sur le metal or
|
Nov 03, 2023 |
|
The recent fall in stock markets
|
Oct 30, 2023 |
|
Quels sont les risques d'un scénario de stagflation comme dans les années 1970 ?
|
Oct 19, 2023 |
|
What are the risks of a stagflation scenario as observed in the 1970's?
|
Oct 19, 2023 |
|
Notre stratégie d'investissement pour le mois d'octobre 2023
|
Oct 13, 2023 |
|
Our investment strategy for October 2023
|
Oct 13, 2023 |
|
Why are pets good for you?
|
Sep 29, 2023 |
|
Pourquoi les animaux de compagnie sont-ils bons pour vous ?
|
Sep 29, 2023 |
|
Tackling the obesity epidemic
|
Sep 13, 2023 |
|
Lutter contre l'obésité
|
Sep 13, 2023 |
|
Our investment strategy for September 2023
|
Sep 11, 2023 |
|
Notre stratégie d'investissement pour le mois de septembre 2023
|
Sep 07, 2023 |
|
Cinq situations étonnantes sur les marchés financiers
|
Jul 31, 2023 |
|
Did you know these five surprising financial facts?
|
Jul 31, 2023 |
|
La saisonnalité des marchés actions
|
Jul 24, 2023 |
|
Stock market seasons in the sun
|
Jul 24, 2023 |
|
Nos thèmes d'investissement actualisés à juillet 2023
|
Jul 13, 2023 |
|
Our Investment Themes – July 2023 update
|
Jul 13, 2023 |
|
What is greedflation and will it go away?
|
Jul 11, 2023 |
|
Qu'est-ce que la greedflation et va-t-elle durer ?
|
Jul 11, 2023 |
|
Are We Finally Seeing the Global Economy Slow?
|
Jul 10, 2023 |
|
Does money make people happy?
|
Jul 03, 2023 |
|
L'argent fait-il le bonheur ?
|
Jul 02, 2023 |
|
Dax-cellent returns: exploring the recent highs in the German DAX index
|
Jun 22, 2023 |
|
Analyse des récents sommets de l'indice DAX allemand
|
Jun 22, 2023 |
|
Note stratégie d'investissement pour juin 2023
|
Jun 16, 2023 |
|
Our investment strategy for June 2023
|
Jun 16, 2023 |
|
Everything you need to know about the Nasdaq’s performance year-to-date
|
Jun 07, 2023 |
|
Tout sur les performances du Nasdaq depuis le début de l'année
|
Jun 07, 2023 |
|
Investir au pays du soleil levant
|
Jun 02, 2023 |
|
Invest in the Land of Rising Sun
|
Jun 02, 2023 |
|
Plafond de la dette américaine, le compte à rebours
|
May 26, 2023 |
|
The US debt ceiling: the final countdown
|
May 25, 2023 |
|
Japan: Land of the Rising Stock Market
|
May 22, 2023 |
|
Pourquoi l'inflation alimentaire devrait-elle s'atténuer ?
|
May 17, 2023 |
|
Why is food inflation expected to ease?
|
May 17, 2023 |
|
Notre stratégie d'investissement pour mai 2023
|
May 11, 2023 |
|
Our investment strategy for may 2023
|
May 11, 2023 |
|
Rechercher les meilleures performances dans les stratégies d'arbitrage crédit long/short
|
May 04, 2023 |
|
Hunting for better risk-adjusted returns in long/short credit arbitrage strategies
|
May 04, 2023 |
|
Why money market funds are the new must-have for investors?
|
Apr 26, 2023 |
|
Pourquoi les fonds du marché monétaire sont-ils devenus incontournables ?
|
Apr 26, 2023 |
|
After the Volatility, Refocus on IG Bonds
|
Apr 24, 2023 |
|
Analyse des impacts du stress bancaire sur l'économie
|
Apr 19, 2023 |
|
Unravelling the impact of the banking stress on the economy
|
Apr 19, 2023 |
|
Revisit - Why invest in China now?
|
Apr 17, 2023 |
|
Notre stratégie d'investissement pour le mois d'avril 2023
|
Apr 12, 2023 |
|
Our investment strategy for April 2023
|
Apr 12, 2023 |
|
Japan Land of Rising ROE? & Update US Bank Lending Data
|
Apr 11, 2023 |
|
L’embuscade pétrolière de l’OPEP+
|
Apr 06, 2023 |
|
The OPEC+ Oil Ambush
|
Apr 06, 2023 |
|
Les avantages du pic de stress du secteur bancaire
|
Mar 30, 2023 |
|
The silver linings to the banks’ stress cloud
|
Mar 30, 2023 |
|
There are decades where nothing happens; and there are weeks where decades happen.
|
Mar 22, 2023 |
|
US authorities react swiftly to stem contagion risk from the SVB collapse
|
Mar 13, 2023 |
|
Our investment strategy for March 2023
|
Mar 09, 2023 |
|
Notre stratégie d'investissement pour mars 2023
|
Mar 09, 2023 |
|
Deuxième vague de craintes inflationnistes ?
|
Mar 01, 2023 |
|
Second-round of the inflation peak scare?
|
Mar 01, 2023 |
|
UK and French stocks lead the charge to new index highs
|
Feb 23, 2023 |
|
Les actions britanniques et françaises ont atteint de nouveaux sommets
|
Feb 23, 2023 |
|
BOJ Policy Matters for Global Yields…..Last Central Bank Standing
|
Feb 20, 2023 |
|
Croissance et inflation : à quoi faut-il s'attendre ?
|
Feb 15, 2023 |
|
How abruptly will world growth and inflation slow down?
|
Feb 15, 2023 |
|
Our investment strategy for February 2023
|
Feb 09, 2023 |
|
Notre stratégie d'investissement pour mois de Février 2023
|
Feb 09, 2023 |
|
Déceler des opportunités sur le marché immobilier
|
Feb 01, 2023 |
|
Real estate blues or opportunity?
|
Feb 01, 2023 |
|
After the Dollar weakness, What Do We Think Now?
|
Jan 30, 2023 |
|
The ChatGPT AI Revolution
|
Jan 26, 2023 |
|
La révolution de l'IA ChatGPT
|
Jan 26, 2023 |
|
L'or brille de nouveau
|
Jan 19, 2023 |
|
Gold glitters again
|
Jan 19, 2023 |
|
Notre stratégie d'investissement pour Janvier 2023
|
Jan 11, 2023 |
|
Our investment strategy for January 2023
|
Jan 11, 2023 |
|
China Equities: Year of the Rabbit!
|
Jan 09, 2023 |
|
2022: annus horribilis
|
Jan 05, 2023 |
|
2022: annus horribilis
|
Jan 04, 2023 |
|
Our investment strategy for December 2022
|
Dec 14, 2022 |
|
Notre stratégie d’investissement pour le mois de décembre 2022
|
Dec 14, 2022 |
|
Saisir de nouvelles opportunités de revenus
|
Dec 08, 2022 |
|
Seizing new income opportunities
|
Dec 07, 2022 |
|
Efficience énergétique : se tourner vers les métaux pour batteries
|
Nov 30, 2022 |
|
Energy Efficiency: turning towards battery metals
|
Nov 30, 2022 |
|
Analyse du 20e Congrès du Parti national chinois
|
Nov 23, 2022 |
|
Unpacking China’s 20th National Party Congress
|
Nov 23, 2022 |
|
Notre stratégie d'investissement pour Novembre 2022
|
Nov 15, 2022 |
|
Our Investment Strategy for November 2022
|
Nov 15, 2022 |
|
Quels rendements à long terme pour les différentes classes d'actifs
|
Nov 10, 2022 |
|
Long Term expected Returns
|
Nov 10, 2022 |
|
Efficacité énergétique : c’est maintenant ou jamais
|
Nov 02, 2022 |
|
No time like the present to improve energy efficiency
|
Nov 02, 2022 |
|
When Can Gold Regain Its Luster?
|
Oct 31, 2022 |
|
Winners and losers from higher interest rates
|
Oct 27, 2022 |
|
Quels sont les gagnants et les perdants de la hausse des taux d’intérêt ?
|
Oct 27, 2022 |
|
Jack Bogle, le père des fonds indiciels
|
Oct 19, 2022 |
|
Jack Bogle, the father of low-cost DIY investing
|
Oct 19, 2022 |
|
China 20th Party Congress First Update
|
Oct 17, 2022 |
|
October Investment Strategy Update
|
Oct 12, 2022 |
|
Notre stratégie d'investissement pour Octobre 2022
|
Oct 12, 2022 |
|
UK in the bargain basement
|
Oct 11, 2022 |
|
Nous répondons à vos questions
|
Sep 28, 2022 |
|
We answer your questions
|
Sep 28, 2022 |
|
Perspectives macroéconomiques
|
Sep 22, 2022 |
|
Market Out
|
Sep 22, 2022 |
|
September Investment Strategy Update
|
Sep 13, 2022 |
|
Notre stratégie d'investissement pour Septembre 2022
|
Sep 13, 2022 |
|
Warren Buffet: the investing “GOAT” (Greatest Of All Time).
|
Sep 07, 2022 |
|
Warren Buffet : Un investisseur de référence
|
Sep 07, 2022 |
|
Stay Defensive Boost Allocation to Infrastructure Assets
|
Sep 06, 2022 |
|
Sommes-nous actuellement dans un marché haussier ou baissier ?
|
Aug 31, 2022 |
|
Are we in a bull or bear market?
|
Aug 31, 2022 |
|
US-China audit deal is reached
|
Aug 29, 2022 |
|
Bear Rally or is it a Baby Bull?
|
Aug 23, 2022 |
|
ALIMENTATION, TRÈS CHÈRE ALIMENTATION
|
Jul 07, 2022 |
|
FOOD, GLORIOUS FOOD
|
Jul 07, 2022 |
|
LE CRASH DES CRYPTO-MONNAIES !
|
Jun 29, 2022 |
|
CRYPTOCRASH!
|
Jun 29, 2022 |
|
SOUS-ESTIMONS NOUS LA RARETE DE L'EAU ?
|
Jun 22, 2022 |
|
DO WE UNDERESTIMATE THE SCARCITY OF WATER?
|
Jun 22, 2022 |
|
QUELLES SONT LES RAISONS D’ETRE POSITIFS ?
|
Jun 10, 2022 |
|
WHAT REASONS ARE THERE TO BE CHEERFUL?
|
Jun 10, 2022 |
|
CONTINUEZ À ACHETER
|
May 18, 2022 |
|
JUST KEEP BUYING
|
May 18, 2022 |
|
STRATÉGIE D’INVESTISSEMENT POUR MAI 2022
|
May 11, 2022 |
|
INVESTMENT STRATEGY FOR MAY 2022
|
May 11, 2022 |
|
WHY YOU SHOULD INVEST IN ALTERNATIVE ASSETS!
|
May 04, 2022 |
|
POURQUOI INVESTIR DANS DES ACTIFS ALTERNATIFS !
|
May 04, 2022 |
|
IS THE RALLY IN CHINESE EQUITIES SUSTAINABLE?
|
Apr 27, 2022 |
|
STRATÉGIE D’INVESTISSEMENT POUR AVRIL 2022
|
Apr 13, 2022 |
|
INVESTMENT STRATEGY FOR APRIL 2022
|
Apr 13, 2022 |
|
ARE OIL PRICES SPIRALLING OUT OF CONTROL?
|
Apr 06, 2022 |
|
LES PRIX DU PÉTROLE SONT-ILS EN TRAIN DE DEVENIR INCONTRÔLABLES ?
|
Apr 06, 2022 |
|
LE MARCHÉ HAUSSIER DES OBLIGATIONS AMÉRICAINES EST-IL TERMINÉ ?
|
Mar 29, 2022 |
|
IS THE US BOND BULL MARKET OVER?
|
Mar 29, 2022 |
|
INVESTING WHEN THE MARKET IS IN THE DOLDRUMS
|
Mar 23, 2022 |
|
INVESTIR DANS UN CONTEXTE PESSIMISTE
|
Mar 23, 2022 |
|
L’IMPACT DE LA FLAMBEE DES PRIX DE L’ENERGIE SUR NOS BUDGETS
|
Mar 15, 2022 |
|
WHAT DO HOT ENERGY MARKETS MEAN FOR YOU?
|
Mar 14, 2022 |
|
INVESTIR EN PERIODE DE TENSIONS GEOPOLITIQUES
|
Mar 09, 2022 |
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INVESTING DURING TIMES OF GEOPOLITICAL TENSIONS
|
Mar 09, 2022 |
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INVESTING DURING THE CURRENT CRISIS
|
Mar 02, 2022 |
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INVESTISSEZ POUR LE MIEUX!
|
Feb 23, 2022 |
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INVEST FOR THE BEST!
|
Feb 23, 2022 |
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POURQUOI NOUS DEVENONS NEUTRES SUR LES ACTIONS
|
Feb 17, 2022 |
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WHY ARE WE DOWNGRADING EQUITIES TO NEUTRAL?
|
Feb 17, 2022 |
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WHY WE BELIEVE IN AN INDUSTRIAL METALS SUPERCYCLE
|
Feb 08, 2022 |
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VERS UN SUPER-CYCLE DES METAUX INDUSTRIELS
|
Feb 08, 2022 |
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TECH: LA CHASSE AUX BONNES AFFAIRES EST OUVERTE
|
Feb 01, 2022 |
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HUNTING FOR VALUE IN THE TECH WRECK
|
Feb 01, 2022 |
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TAUX D'INFLATION : DES SOMMETS INEGALES DEPUIS DES DECENNIES ?
|
Jan 26, 2022 |
|
WHAT IS DRIVING INFLATION RATES TO MULTI-DECADE HIGHS?
|
Jan 26, 2022 |
|
CAN CONSERVATIVE INVESTORS STILL BUY STOCKS TODAY?
|
Jan 18, 2022 |
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LES INVESTISSEURS PRUDENTS PEUVENT-ILS ENCORE ACHETER DES ACTIONS AUJOURD'HUI ?
|
Jan 18, 2022 |
|
LA TECHNOLOGIE EST-ELLE DANS UN MARCHÉ HAUSSIER OU BAISSIER ?
|
Jan 12, 2022 |
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IS TECHNOLOGY IN A BULL OR BEAR MARKET?
|
Jan 12, 2022 |
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ENTER THE METAVERSE!
|
Jan 05, 2022 |
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ENTREZ DANS LE METAVERSE !
|
Jan 04, 2022 |
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CINQ FAITS A SAVOIR SUR LES MARCHES FINANCIERS EN 2021
|
Dec 14, 2021 |
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FIVE FACTS TO KNOW ABOUT FINANCIAL MARKETS IN 2021
|
Dec 14, 2021 |
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ALL GOOD THINGS COME TO AN END…BUT WHEN?
|
Dec 07, 2021 |
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TOUTES LES BONNES CHOSES ONT UNE FIN… MAIS QUAND ?
|
Dec 07, 2021 |
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SECRETS TO A LONG AND HEALTHY LIFE…
|
Dec 02, 2021 |
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LES VERTUS DE REPARER, REUTILISER, RECYCLER
|
Nov 24, 2021 |
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THE VIRTUES OF REPAIR, REUSE, RECYCLE
|
Nov 24, 2021 |
|
LES ACTIONS ANGLAISES POSITIVENT
|
Nov 09, 2021 |
|
EVERY DOG HAS ITS DAY!
|
Nov 09, 2021 |
|
LE GRAND BLEU
|
Nov 03, 2021 |
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NAVIGATING THE DEEP BLUE SEA
|
Nov 03, 2021 |
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GET REAL ABOUT YOUR ASSETS
|
Oct 27, 2021 |
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PRENEZ CONSCIENCE DE VOS ASSETS
|
Oct 27, 2021 |
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IS TODAY’S ENERGY CRISIS THE PRICE WE HAVE TO PAY FOR THE ENERGY TRANSITION?
|
Oct 19, 2021 |
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RIDE THE CAPEX BOOM AHEAD
|
Oct 12, 2021 |
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SURFEZ SUR LA VAGUE DES DEPENSES D’INVESTISSEMENT
|
Oct 12, 2021 |
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HEALTH IS WEALTH
|
Oct 06, 2021 |
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DONNEZ A VOTRE PORTEFEUILLE UN BON BILAN DE SANTE
|
Oct 06, 2021 |
|
CONSTRUCTION BRICK BY BRICK
|
Sep 28, 2021 |
|
TOUT CE QUE VOUS DEVEZ SAVOIR SUR LES INTRODUCTIONS EN BOURSE
|
Sep 22, 2021 |
|
ALL YOU NEED TO KNOW ABOUT IPOs
|
Sep 21, 2021 |
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IMMOBILIER : QUELLE EST LA SOLIDITE DES BRIQUES ET DU MORTIER ?
|
Sep 15, 2021 |
|
HOUSING: HOW SOLID ARE BRICKS AND MORTAR?
|
Sep 15, 2021 |
|
L'ART DE LA DIVERSIFICATION : INVESTIR DANS LES FONDS
|
Sep 07, 2021 |
|
THE ART OF DIVERSIFICATION
|
Sep 07, 2021 |
|
HOME ENTERTAINMENT: CONTENT IS KING
|
Aug 31, 2021 |
|
SURFEURS D'ARGENT
|
Aug 25, 2021 |
|
THE RISE OF THE "SILVER SURFER
|
Aug 24, 2021 |
|
How much will China policy ease?
|
Jul 19, 2021 |
|
DANS QUELLE MESURE LA POLITIQUE CHINOISE VA-T-ELLE S'ASSOUPLIR ?
|
Jul 19, 2021 |
|
WATER: THE VERY ESSENCE OF LIFE
|
Jul 15, 2021 |
|
L'EAU : L'ESSENCE MÊME DE LA VIE
|
Jul 15, 2021 |
|
POURQUOI INVESTIR DANS L'IMMOBILIER AUJOURD'HUI ?
|
Jul 07, 2021 |
|
WHY INVEST IN REAL ESTATE TODAY?
|
Jul 07, 2021 |
|
IS ARTIFICIAL INTELLIGENCE TAKING OVER THE WORLD?
|
Jul 01, 2021 |
|
L’INTELLIGENCE ARTIFICIELLE EST-ELLE EN TRAIN DE CONQUÉRIR LE MONDE ?
|
Jul 01, 2021 |
|
LA PERFORMANCE DES INDICES ISR/ESG EST-ELLE DURABLE ?
|
Jul 01, 2021 |
|
THE PERSONAL CHALLENGES OF CLIMATE CHANGE
|
Jul 01, 2021 |
|
LES DÉFIS PERSONNELS DU CHANGEMENT CLIMATIQUE
|
Jul 01, 2021 |
|
ENFIN UNE REPRISE DES INVESTISSEMENTS DES ENTREPRISES?
|
Jul 01, 2021 |
|
FINALLY A CORPORATE CAPEX PICKUP?
|
Jul 01, 2021 |
|
GIVE YOUR PORTFOLIO A CLEAN BILL OF HEALTH
|
Jul 01, 2021 |
|
DON'T SAY SAYANORA TO JAPANESE EQUITIES
|
Jun 17, 2021 |
|
PERSPECTIVES POSITIVES POUR LE MARCHÉ ACTION JAPONAIS
|
Jun 17, 2021 |
|
GIVE YOUR PORTFOLIO A CLEAN BILL OF HEALTH
|
Jun 17, 2021 |
|
LA SANTE LE PLUS GRAND DES BIENS
|
Jun 16, 2021 |
|
WHY BUY BANKS?
|
Jun 10, 2021 |
|
VALEURS BANCAIRES, NOUVEL ATTRAIT
|
Jun 08, 2021 |
|
PET POWER
|
Jun 02, 2021 |
|
ECONOMIE DES ANIMAUX DE COMPAGNIE
|
Jun 02, 2021 |
|
TIME FOR THE CHINESE DRAGON TO ROAR AGAIN
|
May 26, 2021 |
|
CHINE : LE DRAGON S'EST-IL ASSOUPI ?
|
May 26, 2021 |
|
SELL IN MAY AND GO AWAY
|
May 19, 2021 |
|
VENDRE EN MAI ET PARTIR
|
May 19, 2021 |
|
THE LAND OF THE RISING SUN: WHERE ARE THE HIDDEN PEARLS
|
May 12, 2021 |
|
PAYS DU SOLEIL LEVANT, LES PERLES CACHEES
|
May 12, 2021 |
|
CREATIONS D'EMPLOI INSUFFISANTES ! DOIT-ON S'EN INQUIETER ?
|
May 10, 2021 |
|
PAYROLLS MISSED SHOULD I BE MIFFED?
|
May 10, 2021 |
|
GOVERMENT DEBT
|
May 05, 2021 |
|
DETTE PUBLIQUE
|
May 05, 2021 |
|
TOUT VENDRE EN MAI
|
May 03, 2021 |
|
SHOULD WE SELL IN MAY AND GO AWAY? OR IS THERE ANOTHER WAY?
|
May 03, 2021 |
|
SEEKING SUSTAINABLE SUSTENANCE IN FRANCE
|
Apr 28, 2021 |
|
TAKE AWAYS FROM ECB APRIL MEETING
|
Apr 26, 2021 |
|
BCE ET EURO
|
Apr 26, 2021 |
|
MARCHES FINANCIERS : QUAND INVESTIR ?
|
Apr 20, 2021 |
|
HOW TO BUY LOW AND SELL HIGH
|
Apr 20, 2021 |
|
TRANSITION ÉNERGÉTIQUE ET OPPORTUNITÉS DANS LES MATIÈRES PREMIÈRES.
|
Apr 19, 2021 |
|
“GREEN” METALS ARE THE KEY TO ENERGY TRANSITION: FOLLOW THE GREEN MONEY MACHINE
|
Apr 19, 2021 |
|
TRANSPORT: BACK TO THE FUTUR
|
Apr 13, 2021 |
|
TRANSPORT : RETOUR VERS LE FUTUR
|
Apr 13, 2021 |
|
EU VACCINE SURGE IN Q2?!: IT IS ALWAYS DARKEST BEFORE DAWN…
|
Apr 12, 2021 |
|
BITCOIN: BUBBLE OR ANTI-BUBBLE?
|
Apr 06, 2021 |
|
BITCOIN, FAUT-IL S'Y INTERESSER ?
|
Apr 06, 2021 |
|
INFLATION, LE RETOUR ?
|
Mar 31, 2021 |
|
IS A NEW ERA IN INFLATION JUST AROUND THE CORNER?
|
Mar 31, 2021 |
|
LES CRAINTES DE POLITIQUE MONÉTAIRE CRÉENT DES OPPORTUNITÉS DANS LES OBLIGATIONS CHINOISES
|
Mar 29, 2021 |
|
WHEN POLICY FEARS CREATE OPPORTUNITY IN CHINA BONDS
|
Mar 29, 2021 |
|
VERS UNE MODIFICATION DES MODES DE CONSOMMATIONS ?
|
Mar 24, 2021 |
|
THE SHIFTING SANDS OF CONSUMPTION
|
Mar 24, 2021 |
|
GOLDILOCKS STILL EATING PORRIDGE
|
Mar 23, 2021 |
|
LA FED N’EST PAS PRETE A DURCIR SA POLITIQUE
|
Mar 22, 2021 |
|
MATIERES PREMIERES : EN ROUTE VERS L'INFLATION
|
Mar 17, 2021 |
|
RIDING COMMODITY INFLAT
|
Mar 17, 2021 |
|
LES RENDEMENTS OBLIGATAIRES ET LE REBOND DU DOLLAR
|
Mar 16, 2021 |
|
HEDGE US BONDS FOR YIELD PICKUP FOR EURO AND YEN BASED INVESTORS
|
Mar 15, 2021 |
|
THE CHECK IS IN THE MAIL: A NEW US STIMULUS PACKAGE ARRIVES
|
Mar 11, 2021 |
|
LE CHEQUE EST AU COURRIER
|
Mar 11, 2021 |
|
LES BANQUES ONT-ELLES A NOUVEAU LA COTE ?
|
Mar 10, 2021 |
|
IS THE BANKING TIDE TURNING?
|
Mar 10, 2021 |
|
TROP DE BONNES CHOSES
|
Mar 08, 2021 |
|
FINALLY FINANCIALS ?
|
Mar 08, 2021 |
|
CHANGEMENT DE VUE SUR LE PÉTROLE
|
Mar 01, 2021 |
|
TURNING FROM POSITIVE TO NEUTRAL ON OIL: TIME FOR A PAUSE BEFORE THE NEXT MOVE UP
|
Mar 01, 2021 |
|
L'OR BRILLE A NOUVEAU
|
Feb 24, 2021 |
|
TIME FOR GOLD TO SHINE AGAIN
|
Feb 24, 2021 |
|
REPRISE, REFLATION, JUSQU'OÙ ET À QUELLE VITESSE ? QUI EN PROFITE?
|
Feb 24, 2021 |
|
RECOVERY, REFLATION, HOW FAR AND HOW FAST ? WHO BENEFITS?
|
Feb 22, 2021 |
|
SMALL IS BEAUTIFUL
|
Feb 18, 2021 |
|
PETITES CAPITALISATIONS : NOUVEL ECLAT
|
Feb 17, 2021 |
|
SIX REASONS TO BUY SILVER
|
Feb 17, 2021 |
|
ENVIRONNEMENT FAVORABLE AUX MATIERES COMME L'ARGENT
|
Feb 17, 2021 |
|
BIG TECH : FIN DE REGNE ?
|
Feb 16, 2021 |
|
TIME TO ROTATE OUT OF BIG TECH?
|
Feb 16, 2021 |
|
STIMULUS FISCAL AMERICAIN VERS UNE OVERDOSE
|
Feb 08, 2021 |
|
ADDITIONAL US FISCAL STIMULUS IGNITES BOND YIELDS AND EQUITY MARKETS WHEN IS IT TOO MUCH OF A GOOD THING.mp4
|
Feb 08, 2021 |
|
Main streets vs Wall Street, What next
|
Feb 01, 2021 |
|
Que penser des mouvements spéculatifs aux Etats-Unis.m4a
|
Feb 01, 2021 |
|
TRES BON DEBUT DE SAISON POUR LES BENEFICES D'ENTREPRISES.m4a
|
Feb 01, 2021 |
|
US EARNINGS SEASON THUS FAR...SO FAR...VERY GOOD
|
Feb 01, 2021 |
|
Revue annuelle de nos vues et performances
|
Dec 21, 2020 |
|
Good news on the vaccines and other market supports
|
Dec 18, 2020 |
|
Espoirs de stimuli
|
Dec 16, 2020 |
|
Stimulus hopes
|
Dec 16, 2020 |
|
Major central banks stay “put” for longer
|
Dec 14, 2020 |
|
Les grandes banques centrales ne devraient pas bouger pendant longtemps
|
Dec 14, 2020 |
|
Dans l’attente des décisions de politique monétaire
|
Dec 09, 2020 |
|
Waiting for Policy news
|
Dec 09, 2020 |
|
Risk-on alive and kicking
|
Dec 04, 2020 |
|
Marchés tributaires des plans de relance et des vaccins
|
Dec 04, 2020 |
|
Un mois de novembre dont on se rapellera
|
Dec 01, 2020 |
|
Record surge in this month of November.
|
Nov 27, 2020 |
|
Envolée record en ce mois de novembre
|
Nov 27, 2020 |
|
Le marché se redresse: entre mesures de restrictions et réouverture à moyen terme
|
Nov 23, 2020 |
|
High spirit
|
Nov 20, 2020 |
|
Bonne Humeur
|
Nov 20, 2020 |
|
Entre court et long terme
|
Nov 20, 2020 |
|
L'enjeu des vaccins Covid-19
|
Nov 16, 2020 |
|
Fin du vaccine rally ?
|
Nov 13, 2020 |
|
End the vaccine rally ?
|
Nov 13, 2020 |
|
suspens remains intact
|
Nov 06, 2020 |
|
Le suspens demeure intact
|
Nov 06, 2020 |
|
New lockdowns lead to more volatility and opportunities.
|
Oct 30, 2020 |
|
Les décisions de confinement génèrent de la volatilité et des opportunités.
|
Oct 30, 2020 |
|
Les actions de Singapour
|
Oct 26, 2020 |
|
A Non-Event
|
Oct 23, 2020 |
|
Un non-évènement
|
Oct 23, 2020 |
|
The Waiting Game
|
Oct 21, 2020 |
|
Le jeu de l'attente
|
Oct 21, 2020 |
|
Accord de libre-échange version mince, du type "Canada", ou accord Brexit suivant les règles de l'OMC ?
|
Oct 19, 2020 |
|
The Skinny on a “Canada or Skinny Free Trade Agreement” vs. WTO rules Brexit
|
Oct 19, 2020 |
|
Too much bad news
|
Oct 16, 2020 |
|
Trop de mauvaises nouvelles
|
Oct 16, 2020 |
|
Impasses
|
Oct 14, 2020 |
|
Stalemate
|
Oct 14, 2020 |
|
Les marchés financiers et les élections américaines
|
Oct 12, 2020 |
|
Un tweet et tout change
|
Oct 07, 2020 |
|
Le lien entre politique et marchés
|
Oct 05, 2020 |
|
Markets Focus on Policy Not Politics
|
Oct 05, 2020 |
|
Opportunités d’investissement dans l’environnement actuel.
|
Sep 28, 2020 |
|
Take Advantage of What the Markets Give You!
|
Sep 28, 2020 |
|
Septembre: le mois du retour des appréhensions
|
Sep 25, 2020 |
|
September : A month of Rising Concerns
|
Sep 25, 2020 |
|
TURNAROUND TUESDAY
|
Sep 23, 2020 |
|
REBOND CE MARDI
|
Sep 23, 2020 |
|
FAUT-IL SUIVRE WARREN BUFFETT ?
|
Sep 21, 2020 |
|
WAITING FOR THE FED ONCE AGAIN
|
Sep 16, 2020 |
|
EN ATTENDANT LA FED ET LES SORCIERES
|
Sep 16, 2020 |
|
SOMMES-NOUS À MI-CHEMIN...?
|
Sep 14, 2020 |
|
LE BLUES DE LA TECH
|
Sep 09, 2020 |
|
TECH BLUES
|
Sep 09, 2020 |
|
PRISE DE PROFITS AUX ETATS-UNIS
|
Sep 04, 2020 |
|
PROFIT TAKING IN THE US
|
Sep 04, 2020 |
|
LA CHUTE
|
Sep 04, 2020 |
|
THE FALL
|
Sep 04, 2020 |
|
Another Day Another Record
|
Sep 02, 2020 |
|
LE NOUVEAU MODELE DE LA FED
|
Aug 31, 2020 |
|
THE FEDERAL RESERVE CHAIR POWELL RERELEASING THAT PRINCE SONG AS “WHEN DOVES (CRY) SING"
|
Aug 31, 2020 |
|
L'OPTIMISME CONTINUE DE PREVALOIR
|
Aug 28, 2020 |
|
OPTIMISM REIGNS
|
Aug 28, 2020 |
|
LE CASH N'EST PAS ROI !
|
Aug 24, 2020 |
|
CASH IS NOT KING!
|
Aug 24, 2020 |
|
L'IMPERTURBABLE NASDAQ
|
Aug 21, 2020 |
|
THE IMPERTURBABLE NASDAQ
|
Aug 21, 2020 |
|
REMONTEE DES TAUX REELS ET STRATEGIES SECTORIELLES
|
Aug 17, 2020 |
|
RISE IN REAL YIELDS LEADS TO UNWIND IN SOME KEY TRADES
|
Aug 17, 2020 |
|
US-CHINA TENSIONS ESCALATE FURTHER
|
Aug 10, 2020 |
|
STIMULUS HOPES
|
Aug 05, 2020 |
|
JULY FOMC MEETING AND OUTLOOK FOR THE SEPTEMBER MEETING
|
Aug 03, 2020 |
|
REUNION DE JUILLET DE LA FED ET PERSPECTIVES POUR CELLE DE SEPTEMBRE
|
Aug 03, 2020 |
|
SOURING MOOD AS JULY DRAWS TO A CLOSE
|
Jul 31, 2020 |
|
JUILLET S'ACHEVE DANS UNE AMBIANCE DE PLUS EN PLUS MOROSE
|
Jul 31, 2020 |
|
AN EVENTFULL WEEK
|
Jul 29, 2020 |
|
LES MARCHÉS ACTIONS MONTRENT UNE CERTAINE NERVOSITÉ
|
Jul 29, 2020 |
|
GREATER EU FISCAL INTEGRATION TURBOCHARGES THE EURO. THE TREND IS YOUR FRIEND
|
Jul 27, 2020 |
|
ACCORD EUROPÉEN ET POUSSÉE DE L'EURO
|
Jul 27, 2020 |
|
EURO STRENGTH
|
Jul 22, 2020 |
|
L'EURO SE RENFORCE
|
Jul 22, 2020 |
|
UN ECART SANS PRECEDENT ENTRE EVOLUTION DES PROFITS ET MOUVEMENTS BOURSIERS
|
Jul 03, 2020 |
|
AN UNPRECEDENTED GAP BETWEEN TRENDS IN EARNINGS AND THE STOCK MARKET
|
Jul 03, 2020 |
|
VERS UN TROISIEME TRIMESTRE VOLATILE
|
Jul 01, 2020 |
|
TOWARDS A VOLATILE 3RD QUARTER
|
Jul 01, 2020 |
|
VERS UN DOLLAR PLUS FAIBLE
|
Jun 29, 2020 |
|
AUTRE JOUR AUTRE RE
|
Jun 24, 2020 |
|
ANOTHER DAY ANOTHER RECORD
|
Jun 24, 2020 |
|
HOW BAD IS THE SECOND WAVE?
|
Jun 22, 2020 |
|
LA PEUR DE LA DEUXIEME VAGUE PERSISTE
|
Jun 22, 2020 |
|
POWELL PUT
|
Jun 17, 2020 |
|
POWELL PUT
|
Jun 17, 2020 |
|
WHY HAS THE DOLLAR WEAKENED AS WE FORECASTED?
|
Jun 15, 2020 |
|
LE DOLLAR S’AFFAIBLIT COMME ATTENDU
|
Jun 15, 2020 |
|
LES MARCHES BOURSIERS ENTAMENT UNE CORRECTION TEMPORAIRE
|
Jun 12, 2020 |
|
EQUITY MARKETS FIND AN EXCUSE TO CORRECT
|
Jun 12, 2020 |
|
UNE PAUSE, OU QUELQUE CHOSE DE PLUS ?
|
Jun 11, 2020 |
|
A REST OR SOMETHING MORE?
|
Jun 11, 2020 |
|
THEMES D’INVESTISSEMENT A LA MI-2020: SUR LESQUELS SE POSITIONNER ?
|
Jun 08, 2020 |
|
OPTIMISME
|
Jun 03, 2020 |
|
OPTIMISM
|
Jun 03, 2020 |
|
IS IT TIME TO REPOSITION ON CYCLICAL STOCKS?
|
May 29, 2020 |
|
EST-IL TEMPS DE SE REPOSITIONNER SUR LES ACTIONS CYCLIQUES ?
|
May 29, 2020 |
|
APPETIT POUR LE RISQUE, MAIS...
|
May 27, 2020 |
|
RISK ON, BUT...
|
May 27, 2020 |
|
READING THE TEA LEAVES: TAKEAWAYS FROM CHINA’S NPC MEETING
|
May 26, 2020 |
|
CATCH A BREATH
|
May 20, 2020 |
|
WHY THE FEDERAL RESERVE NOT GOING NEGATIVE IS A POSITIVE...
|
May 18, 2020 |
|
BETWEEN A ROCK, A HARD PLACE AND CHINA
|
May 13, 2020 |
|
HOW COVID IS ACCELERATING OUR MEGA TECHNOLOGY TRENDS OF 2020
|
Apr 07, 2020 |
|
LOOKING FOR CLUES?
|
Apr 03, 2020 |
|
THE WORST QUARTER SINCE 1987
|
Apr 02, 2020 |
|
AN OTHER REBOUND
|
Mar 27, 2020 |
|
MASSIVE MARKET DELEVERAGING & SHORT-TERM USD FUNDING STRESS
|
Mar 27, 2020 |
|
CALMER MARKETS
|
Mar 27, 2020 |
|
REBOUND
|
Mar 27, 2020 |
|
VOLATILITY VIRUS
|
Mar 11, 2020 |
|
THERE WILL BE BLOOD……WHEN WILL THE WOUND HEAL?
|
Mar 10, 2020 |
|
WHAT A WEEK!
|
Mar 06, 2020 |
|
The First Cut is Deepest... by Prashant Bhayani, Chief Economist, Asia
|
Mar 02, 2020 |