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  • Asset Allocation, Nadège Dufossé

    Is summer volatility inevitable?

    The MSCI World (developed countries index) hit an all-time high in mid-July, following an almost uninterrupted 33% rise since its low point at the end of October 2023.
  • Astrid Pierard, Alix Chosson, ESG, SRI, Research Paper, Equities, Water

    Water risks: How to build water-conscious investment strategies?

    In a world grappling with escalating water issues, prioritizing water as a strategic business imperative has never been more critical. The operational and financial impacts of water-related risks have started materializing. Our conviction is that companies must consider and manage water as the long-term strategic and operational risk it can represent.
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  • Monthly Coffee Break
Monthly Coffee Break, Fixed Income

Navigating an uncertain electoral context

June was marked by a significant uptick in political uncertainty both in the US and the EU. European parliamentary elections saw right-wing parties gain increased prominence, particularly in France where the strength of their victory led President Macron to call surprise legislative elections.
Monthly Coffee Break, Asset Allocation

Politics and Policy

After focusing on the elections in France and the UK, investors’ attention is rapidly shifting towards the United States. The first presidential debate has increased the likelihood of a second Donald Trump presidency, implying a potential risk of higher inflation in 2025.
Alternative Investments, Monthly Coffee Break

The wood for the trees

The month of June was relatively noisy for markets, especially in Europe where geopolitical risk remains one of investors’ primary areas for concern. In the US, the latest macroeconomic data continues to indicate that the Fed might succeed in piloting the economy to a soft landing.

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