Monthly Coffee Break, Alternative Investments

Dancing on the ceiling*

As Lionel Richie put it in his 1980’s hit, “What is happening here? Something’s going on that’s not quite clear.”
Monthly Coffee Break, Equities

Investors shifting towards US technology stocks

After a sustained period of outperformance versus other regions, European equity markets have underperformed in recent weeks. This shift was marked by a notable rotation into US technology stocks during the month of June.
Monthly Coffee Break, Asset Allocation

Irresistible

An irresistible momentum is shaping global markets, as investors face a paradox of rising risk perception alongside rallying assets. Economic data releases, trade tariffs and geopolitical signals remain noisy – yet financial markets continue to advance.
Monthly Coffee Break, Fixed Income

Positive performance despite market volatility

June proved to be a fraught month for market participants—marked not only by record-breaking heatwaves, but also by a barrage of geopolitical and macroeconomic developments that tested investor nerves.
Coffee Break

Coffee Break - The summer of catalysts starts now

Inflation will be a central focus for global investors, with key reports expected from the US, UK, Canada, and Japan. US inflation data is expected to show an acceleration in June.
Fixed Income, ESG, SRI, Philippe Dehoux, Lucia Meloni

Generating Impact in the Bond Space – But How?

Impact investments have kept rising over the past decades, reaching $1.6 trillion USD according to the Global Impact Investing Network (GIIN) – that is $ 1.6 trillion USD in assets allocated toward solutions supporting the Sustainable Development Goals.

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