Macro
Monthly Review – June 2023
The world's safest asset is no longer...
By Alexandre Hezez, Group Strategist
Editorial
The U.S. President returned from the G7 summit in Japan ahead of schedule in order...
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
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...
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...
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...
Markets
Market Flash – March 13th 2023
SVB Financial is a regional American bank, established for about 40 years, with headquarters in Silicon Valley, whose core business is to provide financial...
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...
