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The Law of the Strongest

Asset Allocation, Nadège Dufossé, Macro
As we write these lines, the US market is approaching its historical peak, last reached in February 2025, and most asset classes have posted positive returns in local currency since the start of the year.
  • Research Paper, Fixed Income, Bob Maes, Philippe Dehoux

    Euro Swap Spreads : Unpacking Asset Classes

    You want to talk about euro swap spreads versus US swap spreads? We watch that, too. But to be honest, that graph is one of the last things we look at when managing euro fixed income aggregate portfolios. So if you want to see it, you’ll have to read all the rest of this page first.
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  • Circular Economy
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  • Circular Economy
ESG, SRI, Circular Economy

Beyond Fossil Fuels: Why Green Investments Are Still the Future

After a challenging period for green investing, marked by rising interest rates, supply chain issues, and overcapacity, companies committed to building a sustainable world could remain an attractive long-term option for investors seeking both financial returns and positive impact.
Circular Economy, ESG, SRI, Research Paper

Investing in the Circular Economy. We are all plastic now.

Perhaps like us, you are a bit frightened about all the news stories and the statistics – the plastic ‘eighth continent’ in the Pacific Ocean, using our natural resources more rapidly than they can be replaced.
Q&A, Circular Economy, Bastien Dublanc, Anaelle Stamatiou, Tanguy Cornet

Re-sourcing our planet

David Czupryna, Bastien Dublanc and Tanguy Cornet describe how an ESG (Environmental, Social, Governance) investment strategy on the theme of the circular economy can contribute to a more sustainable economy along with a long-term financial performance objective.
Circular Economy, Research Paper, ESG, SRI

Circular Economy: Paradise Restored?

The surge in interest in the circular economy issues of climate change, renewables and recycling, has given birth to entire new industries. In this paper, we look at the reasons for the move from the linear to circular economic model, what it would involve, and the opportunities this revolutionary market change presents for investors.

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