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Once upon a time, mankind invented PFAS (per- and polyfluoroalkyl substances).

PFAS: Genius gone wrong

Bastien Dublanc, Astrid Pierard, Jessica Carlier, ESG, SRI, Equities, Research Paper, Water
PFAS have been widely used for decades due to their unique properties in various domestic and industrial applications. They are resistant to water and virtually indestructible. They are also seen as the poison of the century. Where do we stand in terms of regulation? What are the PFAS-related risks? Where are the opportunities?
  • US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna

    Trump’s Economic Policy

    The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?
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  • Alternative Investments
Alternative Investments, Monthly Coffee Break

Tariffying Markets

Markets remained volatile during the month of March. The primary concern isn’t the weakening economic fundamentals, but rather investors’ doubts about the credibility and stability of the U.S.
Alternative Investments

The wind of change

The global economy experienced a mild slowdown due to a lower contribution of services to the World PMI and lower consumer participation.
Alternative Investments

Alternatives perform well during Technology scare selloff

Investors had a few months to get mentally prepared for the return of Donald Trump to the White House. While he has not disappointed and started his second term with a bang, the real surprise came from China with the introduction of DeepSeek to the world. The results announced by this technology company had the effect of a financial quake towards some of the star market performers over the last quarters.
Bertrand Dardenne, Félix Schlang, Alternative Investments, Research Paper

Trump 2.0 and Merger Arbitrage - Green light from the White House?

As we enter 2025, the arrival of a new President in the White House is generating a great deal of uncertainty. Merger arbitrage (M&A) strategies are no exception to the question: What impact can we expect from the change of administration on this asset class ?
Alternative Investments

Markets cooled by a winter chill

This year, the Christmas rally came a month earlier, and Santa Claus has moved from the North Pole to Florida. During December, some of the “Trump trade” winners gave back part of the previous month gains.
Alternative Investments

From election uncertainty to policy uncertainty

Although financial markets were already pricing a higher probability of a Donald Trump win coming into the US election, during November, asset prices were mainly driven by the election results.
Alternative Investments

MAGA – Make Alternatives Great Again

During October, markets moved to price in a return of Donald Trump to the White House – and were ultimately proved right.
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