Macro & Markets
Allocation – May 2024
Market volatility should present opportunities.
We believe geopolitical tensions have peaked.
We prefer to seek opportunities in more "value" segments in Europe.
The hesitations of the Bank...
Macro & Markets
Market Flash – A New Unfavorable Trajectory for US Inflation and Doubts About Its Return to 2%
A New Unfavorable Trajectory for US Inflation and Doubts About Its Return to 2%.
THE FACTS
US inflation surprises on the upside for the fourth consecutive...
Macro & Markets
Focus on… Behavioral Finance and Risk Management
Navigating the waves of emotion: The mysteries of investor psychology
By Mohamed Touzi, Risk Manager
Key messages
This article explores the fascinating interface between behavioral finance and risk management....
Macro & Markets
Market Flash : Market news by Groupe Richelieu – January #02
The consumers in support of the dollar?
By Alexandre Hezez, Group Strategist
The dollar could appreciate in the short term as the prospects for rate cuts...
Macro & Markets
Market Flash : Market news by Richelieu Group – January #01
Rate cuts ? Yes ... but when ?
By Alexandre Hezez, Group Strategist
Several members of the European Central Bank (ECB), known for their hawkish stance (favoring a...
Macro & Markets
Focus on… Energy and climate: IRA vs European Green Deal
Does the IRA allow the United States to steal the spotlight from the European Green Deal?
By Stanislas Duval de la Guierce, sustainable finance referent
Since...
