Malgorzata Kluba, Rudi Van Den Eynde, Oncology, Equities
World Cancer Day 2023
And we would rather not have to go through this – which would mean we won the battle and cancer is curable.
Latest insights
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Equities, Geoffroy Goenen, Value vs GrowthThe second step of the waltz
Despite a fairly significant rally beginning in October, European equity markets, battered by major outflows since the start of the crisis in Ukraine, recorded a correction over the year 2022 (-9.5%). Although European equities finished the year on a relative outperformance compared with the United States (-13.4%) and emerging markets (-15.1%)1, the year was still a source of concern for investors, who are now asking questions about what may arise in 2023. -
SRI, SFDRStay on Top of SFDR
Sustainable Finance Disclosures Regulation (SFDR), mandatory ESG disclosure obligations, was introduced by the European Union to improve transparency in the market for sustainable investment.
9 results found
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Florence Pisani
Alix Chosson, Florence Pisani, Outlook 2023
Governments and central banks: Le "Mariage forcé" for energy transition?
In Europe, the COVID-19 pandemic and the energy crisis have both weighed heavily on national Budgets. As the issue of energy transition becomes more pressing, can - and should - the European Central Bank (ECB) support governments?
Asset Allocation, Video, Anton Brender, Florence Pisani, Nadège Dufossé
Economic and financial outlook
As recently as the beginning of February, a total invasion still seemed unlikely. Since then, we have chosen to position for a potentially binary outcome, and have increased exposure to gold, the USD, the YEN, and the CHF, as well as to some commodities such as oil, while cutting our exposure to financials, reducing our equity exposure, and adding protection.
Asset Allocation, Nadège Dufossé, Florence Pisani, Stefan Keller, Thibaud Marie-Regnault
Russia-Ukraine conflict: geopolitical minefield for markets
Following weeks of rising tensions between Russia and Ukraine, Russia’s President Vladimir Putin has recognised the independence of two Moscow-backed regions in the Donbas region in eastern Ukraine.
Asset Allocation, Anton Brender, Emile Gagna, Florence Pisani, Macro
The Macroeconomics of Debt: Europe’s Blind Spot
With the pandemic, public debt has soared around the world. In the United States, as in Europe, ambitious investment plans will nevertheless be implemented… which will further increase public debt.
Video, Anton Brender, Nadège Dufossé, Florence Pisani
Economic and financial outlook
At the beginning of the summer, the pandemic is still far from being under control everywhere. However, the determined vaccination policy in the United States and President Biden's transformation plan suggest that the economic rebound in the United States will be marked and the return of growth sustainable.
Macro, Anton Brender, Florence Pisani, Asset Allocation, Video
Exhausted, locked down… or blossoming again: what will the economy look like in 2021?
After quickly gaining control of the Covid-19 epidemic, the Chinese economy is about to return to its trend growth trajectory. In the developed countries, however, the explosion of new Covid cases in late autumn will once again curb activity.Will the discovery of vaccines be enough to make a return to normal by the end of 2021 possible? What traces will this unprecedented crisis leave in the United States and Europe?
Asset Allocation, Anton Brender, Florence Pisani, Video
Economic and asset allocation outlook
At the end of the summer, the global economic situation is fraught with uncertainty. Control of the pandemic is far from being achieved and the outcome of the American elections is no more so.
Covid-19, Video, Anton Brender, Florence Pisani
H2 2020 economic outlook: there will be no “return to normal”
In order to combat the spread of the coronavirus, governments shut down entire segments of their economies, while also rapidly providing massive support packages. Despite the depth of the measures undertaken so far, they will undoubtedly be insufficient to put the global economy back on track in the short term.