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The ECB: From Crisis Fighter to Liquidity Maestro?

Research Paper, Fixed Income, Pierre Boyer
The European Central Bank (ECB) has undergone a significant transformation, evolving from a passive observer to a proactive guardian of financial stability in the eurozone. As the ECB normalises its monetary policy after a period of unconventional measures, a key challenge has emerged: managing excess liquidity. This paper explores the ECB's evolving role in addressing this challenge.
  • Once upon a time, mankind invented PFAS (per- and polyfluoroalkyl substances).
    Bastien Dublanc, Astrid Pierard, Jessica Carlier, ESG, SRI, Equities, Research Paper, Water

    PFAS: Genius gone wrong

    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?
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Equities, Monthly Coffee Break

Green is back

European economic growth is somewhat stronger than expected, but still well behind US economic growth. In the eurozone, the European Central Bank (ECB) is more confident about the economy’s disinflationary path, with wage growth continuing to moderate despite the recovery in activity.
Equities, Geoffroy Goenen, Jean-Baptiste Sergeant

European small caps: rebound at last in sight!

After a correction of 25% between November 2021 and October 2023, European small caps are now trading at lower valuations than large caps, both in terms of discounted cash flows and earnings multiples, which is a historical anomaly.
Bastien Dublanc, Astrid Pierard, Jessica Carlier, ESG, SRI, Equities, Research Paper, Water

PFAS: Genius gone wrong

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?
Equities

Markets lost ground in April

Global stock markets had a tough time in April, after a stellar performance in the first quarter of 2024. Worse than expected inflation numbers in the US, coupled with a resilient consumer, make a rate cut from the FED very unlikely anytime soon.
Equities

Investor interest is returning

Global stock markets ended Q1 at an all-time high, fuelled by continued investor optimism. The resilience of the global economy, particularly in the US, has pleasantly surprised many.
Asset Allocation, Macro, Equities, Fixed Income, Nicolas Forest, Nadège Dufossé, Emile Gagna

Update on Middle East Tensions

On April 13, Iran decided to strike Israel with 300 drones and missiles following an attack on its diplomatic compound in Syria. Regional escalation and oil price are at risk. This tail risk cannot be ignored. We are closely monitoring the unfolding situation.

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