19/10/2026 Lights and shadows from the IMF The IMF raised its 2026 global growth forecast to 3.1%, up slightly from July, with 3.4% projected for 2027 — driven largely by the AI investment boom.
2/05/2019 Geopolitics Who will lead the World Economy? When we talk about leadership, we also talk about rivalry… and 2018 was undoubtedly a particularly emblematic year of rivalry, especially between the...
28/11/2018 Geopolitics Global Trade War: Where Do we Stand Now? What Impacts? A few days before the important meeting between U.S. President Donald Trump and Chinese leader Xi Jinping, it is important to have a clear view on the...
20/09/2018 Equity European Equity: Combining value and quality in this new mar... We believe we have entered a mature stage of the financial cycle amid central bank monetary policy normalisation (more advanced in the US) and decelerating...
25/06/2015 Portfolio Allocation The asset- and mortgage-backed securities market in Europe How do European asset- and mortgage-backed securities fare today five years after the 2008 crisis they have been incriminated in?
15/01/2012 Portfolio Allocation Volatility Strategies for Global and Country Specific Europe... Adding volatility exposure to an equity portfolio offers interesting opportunities for long-term investors.
