Macro & Markets
Monthly review – December 2023
2024: almost the best of all possible worlds... Given what we've been through!
Macro Point
GDP growth in 2023 is expected to exceed forecasts made a...
Macro & Markets
Focus on… Oil stocks & sustainable funds
The presence of oil stocks in sustainable funds: why and how?
By Stanislas Duval De La Guierce, Sustainable Finance Manager
Numerous reports, including that of the...
Macro & Markets
Focus on… Artificial intelligence in portfolio management
Should we be afraid of AI in portfolio management?
By Nicolas Touvet, Head of Asset Management
Artificial intelligence is already present in many fields, including voice assistants...
Macro & Markets
Focus on… family businesses and ESG
Family businesses and ESG, champions or pariahs ?
By Clémence de Rothiacob, manager of the Richelieu Family fund
As a preamble, we feel it is appropriate to...
Macro & Markets
Focus on… Lithium
Lithium
By Sébastien Mazille, Assistant Manager GSM
The transition to greener modes of transportation is a major focus of governments and major cities to reduce the...
