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Water: How to address the looming water crisis?

Bastien Dublanc, David Czupryna, Equities
Water sustains not only human existence but the entire ecosystem. As the global population burgeons and climate change intensifies, bringing extreme water incidents from floods to droughts, the fragile balance between water supply and demand is increasingly strained.
  • Asset Allocation, Nadège Dufossé

    Anatomy of a US Bull market

    The US market rally since October is exceptional compared to historical observations. Only once in the last 50 years, in 1989, has the S&P 500 Index risen in 15 of the last 17 weeks.
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Absolute Return, Monthly Coffee Break

All the yield in the world

Although the Federal Reserve slightly opened the door to rate cuts during the last quarter of 2023, the latest economic data points were solid, leading the Fed to indicate that rate cuts may come later rather than sooner.
Fixed Income, Monthly Coffee Break

Huge supply at the beginning of the year

After two months of heavy exuberance in November and December last year, January 2024 was marked by moderation. Returns across fixed-income asset classes were mostly muted as investors dialled back the prospect of rate cuts in Q1 while supply was huge at the beginning of the year.
Monthly Coffee Break, Asset Allocation

Patience

The global outlook for 2024 is complex, marked by the dual forces of economic resilience and evolving challenges. In the United States, robust growth throughout 2023, culminating in a 3.3% annualised expansion rate in Q4, sets a compelling precedent.
Monthly Coffee Break, Equities

Positive first month of the year

Despite a hesitant start, global equity markets ended the first month of the year on a positive note. The US was a clear outperformer, but European equity markets also ended the first month of 2024 higher.

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