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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.
  • Equities, Geoffroy Goenen, Value vs Growth

    The 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, SFDR

    Stay 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.
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  • Florence Pisani
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  • Florence Pisani
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.

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