Macro
Monthly Review – May 2023
China at the heart of geopolitics
By Alexandre Hezez, Group Strategist
Editorial
Russia's invasion of Ukraine is a potentially transformative event, which has highlighted a shift in the...
Macro
Monthly Review – March 2023
Are central banks afraid ?
By Alexandre Hezez, Group Strategist
Editorial
Being late in the normalization of interest rates, central banks had to and were able to accelerate the...
Macro
Monthly Review – February 2023
The return to grace of a neglected European market ?
By Alexandre Hezez, Group Strategist
Editorial
But who will buy European equities?
It is true that the question...
Macro
Monthly Review – January 2023
CHINA AT THE CENTER OF ATTENTION
By Alexandre Hezez, Group Strategist
Editorial
In its latest annual report, the IMF highlights the historic period we are living in around...
