Investment Insight – MARCH 2025
The global economy hesitates on its trend ; Europe, on the brink of a revolution ? ; Contradictory signals on Chinese indices ; CSRD 2.0.
The global economy hesitates on its trend ; Europe, on the brink of a revolution ? ; Contradictory signals on Chinese indices ; CSRD 2.0.
Early signs of recovery — more data needed ; Are Chinese equities a bargain ? ; Heterogeneous valuation dynamics ; The depletion of natural resources in comics.
Subject: Modification of the investment strategy of Sanso Smart Climate and Sanso Carbon Initiative Trends The investment process has been amended to adopt an “enhancement” approach as opposed to a “selectivity” approach...
Subject: Modification of the investment strategy of the Sanso Smart Climate and Sanso Essentiel funds The investment policy of the two funds has been amended to take account of the stricter conditions for obtaining the SRI label. The...
Subject: Modification of the investment strategy of the Sanso Objectif Durable 2026 fund Due to a tightening of the conditions of the SRI label, the management company has decided not to modify the investment strategy. Consequently,...
What's the market outlook for 2025 ?